+324.6%
DINO vs CP
+34.0%
+290.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | +4.2% | +2.4% | +1.7% | +3.2% |
| 30D | +33.9% | -0.5% | +34.4% | +34.0% |
| 3M | +50.5% | +1.4% | +49.1% | +49.2% |
| 6M | +95.2% | +10.3% | +84.8% | +84.9% |
| YTD | +140.6% | +24.3% | +116.3% | +114.9% |
| 1Y | +119.0% | +20.4% | +98.5% | +98.2% |
| 3Y | +100.4% | +21.8% | +78.6% | +77.5% |
| 5Y | +324.6% | +31.5% | +293.1% | +253.3% |
| All | +324.6% | +34.0% | +290.6% | +253.3% |
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