+96.5%
DINO vs CASY
+154.1%
-57.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -15.5% | +1.1% | -16.6% | -15.6% |
| 30D | -16.0% | +8.7% | -24.6% | -16.8% |
| 3M | +17.9% | -17.3% | +35.2% | +20.5% |
| 6M | +38.5% | -19.7% | +58.3% | +41.8% |
| YTD | +115.8% | +24.8% | +91.0% | +108.8% |
| 1Y | +87.1% | +31.9% | +55.2% | +79.5% |
| 3Y | +96.5% | +155.4% | -58.9% | +77.4% |
| All | +96.5% | +154.1% | -57.6% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling