+111.1%
DINO vs AJG
-12.9%
+124.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | +5.7% | -1.8% | +7.5% | +5.9% |
| 30D | +27.8% | +4.6% | +23.2% | +27.1% |
| 3M | +45.6% | +24.9% | +20.7% | +41.3% |
| 6M | +88.5% | +17.2% | +71.3% | +86.0% |
| YTD | +134.1% | +2.2% | +132.0% | +138.8% |
| 1Y | +111.1% | -11.5% | +122.6% | +125.9% |
| All | +111.1% | -12.9% | +124.0% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling