+117.4%
DINO vs CAG
-17.7%
+135.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.2% |
| 7D | +1.5% | -5.9% | +7.4% | +1.8% |
| 30D | +25.9% | -1.5% | +27.5% | +26.1% |
| 3M | +53.2% | +11.5% | +41.7% | +52.3% |
| 6M | +105.5% | -15.7% | +121.2% | +105.6% |
| YTD | +139.2% | -10.2% | +149.4% | +136.7% |
| 1Y | +117.4% | -18.1% | +135.4% | +113.1% |
| All | +117.4% | -17.7% | +135.1% | +113.1% |
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