+328.7%
DINO vs DG
-39.5%
+368.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.1% |
| 7D | +2.0% | -4.8% | +6.8% | +2.1% |
| 30D | +27.7% | +1.8% | +25.9% | +27.6% |
| 3M | +56.3% | +14.5% | +41.8% | +55.4% |
| 6M | +107.6% | -13.6% | +121.1% | +108.9% |
| YTD | +140.2% | -4.8% | +145.0% | +140.1% |
| 1Y | +113.0% | +21.6% | +91.4% | +109.1% |
| 3Y | +100.1% | +4.5% | +95.6% | +96.3% |
| 5Y | +328.7% | -38.5% | +367.2% | +354.3% |
| All | +328.7% | -39.5% | +368.2% | +354.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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