+1,040.2%
DINO vs BTG
+385.9%
+654.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.8% | -0.3% |
| 7D | +2.0% | +2.4% | -0.4% | +1.8% |
| 30D | +27.7% | +9.5% | +18.2% | +26.7% |
| 3M | +56.3% | +38.5% | +17.8% | +51.8% |
| 6M | +107.6% | +5.6% | +101.9% | +104.8% |
| YTD | +140.2% | +23.9% | +116.2% | +133.1% |
| 1Y | +113.0% | +32.1% | +80.9% | +104.9% |
| 3Y | +100.1% | +103.2% | -3.1% | +83.4% |
| 5Y | +328.7% | +79.7% | +249.0% | +293.5% |
| 10Y | +489.2% | +159.1% | +330.0% | +396.0% |
| All | +1,040.2% | +385.9% | +654.3% | +872.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling