+432.4%
DINO vs CASY
+555.0%
-122.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.2% |
| 7D | +5.7% | +3.6% | +2.1% | +4.4% |
| 30D | -19.6% | +9.1% | -28.6% | -22.2% |
| 3M | +11.8% | -16.5% | +28.3% | +18.4% |
| 6M | +49.0% | -19.7% | +68.7% | +58.7% |
| YTD | +128.1% | +29.3% | +98.9% | +99.1% |
| 1Y | +96.3% | +33.1% | +63.2% | +68.5% |
| 3Y | +113.8% | +158.5% | -44.7% | +30.5% |
| 5Y | +252.7% | +266.7% | -14.0% | +73.4% |
| All | +432.4% | +555.0% | -122.7% | +105.5% |
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