+317.4%
DINO vs BTG
+78.0%
+239.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +2.3% | -3.8% | +6.1% | +2.6% |
| 30D | +22.6% | +3.6% | +19.0% | +22.1% |
| 3M | +55.2% | +32.0% | +23.2% | +51.0% |
| 6M | +93.8% | +3.4% | +90.4% | +92.5% |
| YTD | +139.5% | +20.8% | +118.7% | +131.0% |
| 1Y | +115.3% | +22.4% | +92.9% | +105.7% |
| 3Y | +98.8% | +91.7% | +7.1% | +71.6% |
| All | +317.4% | +78.0% | +239.4% | +260.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling