+475.0%
DINO vs CRS
+1,392.1%
-917.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | +2.3% | -6.8% | +9.1% | +4.9% |
| 30D | +22.6% | -16.1% | +38.8% | +30.5% |
| 3M | +55.2% | -21.2% | +76.4% | +67.3% |
| 6M | +93.8% | +8.7% | +85.1% | +80.5% |
| YTD | +139.5% | +41.0% | +98.5% | +99.6% |
| 1Y | +115.3% | +82.7% | +32.6% | +58.6% |
| 3Y | +98.8% | +604.8% | -506.0% | -23.9% |
| 5Y | +333.5% | +1,384.7% | -1,051.2% | +8.2% |
| All | +475.0% | +1,392.1% | -917.1% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 10y: compounded portfolio wealth divided by compounded CRS 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…
10y analysis · Full analysis span regression · 6 months rolling