+474.3%
DINO vs CG
+321.9%
+152.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.6% |
| 7D | +1.5% | -9.8% | +11.3% | +5.6% |
| 30D | +25.9% | -10.3% | +36.2% | +31.1% |
| 3M | +53.2% | -1.7% | +54.8% | +52.7% |
| 6M | +105.5% | -9.8% | +115.3% | +109.8% |
| YTD | +139.2% | -25.6% | +164.8% | +162.5% |
| 1Y | +117.4% | -32.5% | +149.9% | +147.0% |
| 3Y | +99.3% | +45.6% | +53.6% | +53.6% |
| 5Y | +333.0% | +3.7% | +329.3% | +265.8% |
| All | +474.3% | +321.9% | +152.5% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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