+1,378.3%
DINO vs DG
+606.1%
+772.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | +5.7% | +8.4% | -2.7% | +4.5% |
| 30D | +27.8% | +4.9% | +22.9% | +26.9% |
| 3M | +45.6% | +29.3% | +16.3% | +40.0% |
| 6M | +88.5% | -11.3% | +99.7% | +90.9% |
| YTD | +134.1% | +1.8% | +132.4% | +131.7% |
| 1Y | +111.1% | +25.3% | +85.8% | +100.9% |
| 3Y | +109.1% | +9.1% | +100.0% | +97.8% |
| 5Y | +307.2% | -34.9% | +342.1% | +319.6% |
| 10Y | +495.9% | +108.2% | +387.8% | +344.4% |
| All | +1,378.3% | +606.1% | +772.2% | +572.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling