+100.4%
DINO vs CG
+56.8%
+43.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +4.9% | +3.4% |
| 7D | +4.2% | -1.3% | +5.4% | +4.5% |
| 30D | +33.9% | -3.2% | +37.0% | +34.9% |
| 3M | +50.5% | +6.2% | +44.3% | +47.0% |
| 6M | +95.2% | -4.7% | +99.8% | +95.5% |
| YTD | +140.6% | -20.6% | +161.2% | +154.6% |
| 1Y | +119.0% | -26.4% | +145.3% | +136.7% |
| 3Y | +100.4% | +55.4% | +45.0% | +65.1% |
| All | +100.4% | +56.8% | +43.6% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling