+489.2%
DINO vs CASY
+468.0%
+21.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -14.2% | +14.1% | +5.1% |
| 7D | +2.0% | -16.5% | +18.5% | +8.4% |
| 30D | +27.7% | -26.4% | +54.1% | +42.1% |
| 3M | +56.3% | -17.3% | +73.6% | +64.6% |
| 6M | +107.6% | -5.2% | +112.8% | +105.5% |
| YTD | +140.2% | +14.1% | +126.1% | +120.1% |
| 1Y | +113.0% | +16.6% | +96.4% | +92.3% |
| 3Y | +100.1% | +163.7% | -63.6% | +18.4% |
| 5Y | +328.7% | +231.3% | +97.4% | +118.1% |
| 10Y | +489.2% | +462.9% | +26.3% | +145.9% |
| All | +489.2% | +468.0% | +21.2% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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