+489.2%
DINO vs CFG
+308.1%
+181.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.3% |
| 7D | +2.0% | -0.6% | +2.5% | +2.3% |
| 30D | +27.7% | -4.5% | +32.2% | +30.8% |
| 3M | +56.3% | +6.3% | +50.0% | +50.3% |
| 6M | +107.6% | +20.6% | +87.0% | +84.4% |
| YTD | +140.2% | +21.2% | +118.9% | +112.1% |
| 1Y | +113.0% | +38.2% | +74.8% | +73.8% |
| 3Y | +100.1% | +185.9% | -85.9% | +3.9% |
| 5Y | +328.7% | +97.0% | +231.8% | +161.8% |
| 10Y | +489.2% | +306.8% | +182.4% | +73.6% |
| All | +489.2% | +308.1% | +181.0% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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