+533.3%
DINO vs CG
+351.2%
+182.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.1% |
| 7D | +5.7% | -4.3% | +10.0% | +7.4% |
| 30D | +27.8% | -5.1% | +32.9% | +30.1% |
| 3M | +45.6% | +8.7% | +37.0% | +39.8% |
| 6M | +88.5% | -9.2% | +97.7% | +92.1% |
| YTD | +134.1% | -18.9% | +153.0% | +147.5% |
| 1Y | +111.1% | -25.6% | +136.7% | +129.4% |
| 3Y | +109.1% | +57.3% | +51.8% | +61.2% |
| 5Y | +307.2% | +10.2% | +297.0% | +243.6% |
| 10Y | +495.9% | +364.2% | +131.7% | +187.3% |
| All | +533.3% | +351.2% | +182.2% | +184.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling