+111.1%
DINO vs BTG
+38.4%
+72.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.8% |
| 7D | +5.7% | -0.9% | +6.6% | +5.7% |
| 30D | +27.8% | +36.8% | -9.0% | +30.7% |
| 3M | +45.6% | +23.1% | +22.5% | +48.8% |
| 6M | +88.5% | +3.5% | +85.0% | +93.8% |
| YTD | +134.1% | +25.5% | +108.6% | +136.5% |
| 1Y | +111.1% | +40.1% | +71.0% | +128.9% |
| All | +111.1% | +38.4% | +72.7% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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