+111.1%
DINO vs CAG
-13.1%
+124.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +5.7% | -3.8% | +9.5% | +5.9% |
| 30D | +27.8% | +3.1% | +24.7% | +27.6% |
| 3M | +45.6% | +23.5% | +22.2% | +44.5% |
| 6M | +88.5% | -14.8% | +103.3% | +89.3% |
| YTD | +134.1% | -5.4% | +139.6% | +131.0% |
| 1Y | +111.1% | -11.8% | +122.9% | +106.5% |
| All | +111.1% | -13.1% | +124.2% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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