+328.7%
DINO vs CAG
-41.8%
+370.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +2.0% | -6.6% | +8.6% | +2.5% |
| 30D | +27.7% | +2.3% | +25.4% | +27.4% |
| 3M | +56.3% | +16.3% | +40.0% | +54.3% |
| 6M | +107.6% | -16.0% | +123.6% | +110.1% |
| YTD | +140.2% | -7.7% | +147.9% | +140.7% |
| 1Y | +113.0% | -16.0% | +129.0% | +115.1% |
| 3Y | +100.1% | -37.7% | +137.8% | +106.3% |
| 5Y | +328.7% | -41.2% | +370.0% | +340.0% |
| All | +328.7% | -41.8% | +370.5% | +340.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling