+171.3%
DINO vs CAI
-11.0%
+182.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -5.1% | +6.5% | +1.0% |
| 30D | +25.9% | +3.9% | +22.0% | +26.6% |
| 3M | +53.2% | +40.1% | +13.1% | +58.8% |
| 6M | +105.5% | +29.7% | +75.8% | +112.9% |
| YTD | +139.2% | -10.9% | +150.1% | +141.0% |
| 1Y | +117.4% | -28.0% | +145.4% | +116.8% |
| All | +171.3% | -11.0% | +182.2% | +178.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 3y: compounded portfolio wealth divided by compounded CAI 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…
3y analysis · Full analysis span regression · 6 months rolling