+243.9%
DINO vs CP
+24.4%
+219.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | 0.0% |
| 7D | -15.5% | +2.8% | -18.3% | -16.5% |
| 30D | -16.0% | +10.2% | -26.2% | -19.2% |
| 3M | +17.9% | +2.4% | +15.6% | +16.4% |
| 6M | +38.5% | +7.7% | +30.9% | +33.4% |
| YTD | +115.8% | +26.0% | +89.8% | +91.5% |
| 1Y | +87.1% | +34.6% | +52.5% | +60.6% |
| 3Y | +96.5% | +26.7% | +69.8% | +71.2% |
| All | +243.9% | +24.4% | +219.6% | +202.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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