+649.5%
DINO vs CAPR
-99.1%
+748.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -0.7% |
| 7D | -15.5% | +41.1% | -56.6% | -15.9% |
| 30D | -16.0% | +11.1% | -27.1% | -16.1% |
| 3M | +17.9% | +115.3% | -97.4% | +16.3% |
| 6M | +38.5% | -73.8% | +112.3% | +39.4% |
| YTD | +115.8% | -68.8% | +184.6% | +116.3% |
| 1Y | +87.1% | +43.3% | +43.8% | +77.0% |
| 3Y | +96.5% | +214.7% | -118.2% | +78.6% |
| 5Y | +249.9% | +141.3% | +108.6% | +216.1% |
| 10Y | +472.9% | -67.0% | +539.9% | +394.0% |
| All | +649.5% | -99.1% | +748.6% | +532.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling