+6,651.3%
DINO vs AGI
+5,453.2%
+1,198.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | +2.0% | +2.2% | -0.3% | +1.7% |
| 30D | +27.7% | +11.3% | +16.4% | +26.2% |
| 3M | +56.3% | +5.6% | +50.6% | +54.6% |
| 6M | +107.6% | -27.7% | +135.2% | +111.8% |
| YTD | +140.2% | -4.1% | +144.3% | +137.3% |
| 1Y | +113.0% | +13.8% | +99.2% | +106.1% |
| 3Y | +100.1% | +217.0% | -117.0% | +71.9% |
| 5Y | +328.7% | +404.3% | -75.6% | +246.4% |
| 10Y | +489.2% | +400.5% | +88.7% | +337.7% |
| All | +6,651.3% | +5,453.2% | +1,198.2% | +3,758.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling