+119.0%
DINO vs BTSG
+416.6%
-297.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | -0.1% |
| 7D | +2.0% | +2.9% | -0.9% | +1.7% |
| 30D | +27.7% | +0.9% | +26.8% | +27.5% |
| 3M | +56.3% | +1.6% | +54.7% | +55.4% |
| 6M | +107.6% | +46.8% | +60.8% | +98.0% |
| YTD | +140.2% | +65.5% | +74.6% | +125.1% |
| 1Y | +113.0% | +136.2% | -23.3% | +88.9% |
| All | +119.0% | +416.6% | -297.6% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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