+96.5%
DINO vs FGI
+1.5%
+95.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | -15.5% | -7.0% | -8.5% | -15.4% |
| 30D | -16.0% | -4.2% | -11.7% | -15.9% |
| 3M | +17.9% | +55.6% | -37.7% | +16.5% |
| 6M | +38.5% | -3.2% | +41.7% | +37.1% |
| YTD | +115.8% | +29.1% | +86.7% | +112.9% |
| 1Y | +87.1% | +51.0% | +36.1% | +84.0% |
| 3Y | +96.5% | +1.5% | +95.0% | +94.0% |
| All | +96.5% | +1.5% | +95.0% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling