+328.7%
DINO vs CG
+5.5%
+323.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +1.0% |
| 7D | +2.0% | -6.4% | +8.4% | +3.9% |
| 30D | +27.7% | -7.1% | +34.7% | +30.2% |
| 3M | +56.3% | -1.6% | +57.9% | +56.0% |
| 6M | +107.6% | -8.3% | +115.9% | +110.1% |
| YTD | +140.2% | -23.8% | +164.0% | +156.4% |
| 1Y | +113.0% | -28.7% | +141.7% | +131.2% |
| 3Y | +100.1% | +49.2% | +50.9% | +66.4% |
| 5Y | +328.7% | +5.5% | +323.2% | +270.2% |
| All | +328.7% | +5.5% | +323.2% | +270.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling