+19,829.2%
DINO vs AJG
+11,150.2%
+8,679.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +2.3% | -8.3% | +10.6% | +4.4% |
| 30D | +22.6% | -5.7% | +28.3% | +24.2% |
| 3M | +55.2% | +9.1% | +46.2% | +51.3% |
| 6M | +93.8% | +15.2% | +78.5% | +85.7% |
| YTD | +139.5% | -6.3% | +145.8% | +140.9% |
| 1Y | +115.3% | -19.1% | +134.4% | +124.3% |
| 3Y | +98.8% | +8.2% | +90.6% | +90.2% |
| 5Y | +333.5% | +75.6% | +257.8% | +264.3% |
| 10Y | +487.5% | +471.1% | +16.4% | +283.8% |
| All | +19,829.2% | +11,150.2% | +8,679.0% | +10,543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling