+490.1%
DINO vs CAPR
-76.2%
+566.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.6% | +6.4% | +2.8% |
| 7D | +4.2% | -9.5% | +13.7% | +4.3% |
| 30D | +33.9% | +121.5% | -87.6% | +32.2% |
| 3M | +50.5% | -65.4% | +115.9% | +51.2% |
| 6M | +95.2% | -67.5% | +162.7% | +96.0% |
| YTD | +140.6% | -68.6% | +209.2% | +141.4% |
| 1Y | +119.0% | +42.7% | +76.3% | +106.7% |
| 3Y | +100.4% | +43.4% | +57.0% | +82.3% |
| 5Y | +324.6% | +86.0% | +238.6% | +277.8% |
| All | +490.1% | -76.2% | +566.3% | +392.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 10y: compounded portfolio wealth divided by compounded CAPR 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…
10y analysis · Full analysis span regression · 6 months rolling