+280.0%
DINO vs FCUV
-95.9%
+375.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.9% | -0.2% |
| 7D | +2.0% | -63.8% | +65.7% | +2.0% |
| 30D | +27.7% | -14.7% | +42.4% | +27.7% |
| 3M | +56.3% | +65.3% | -9.0% | +56.3% |
| 6M | +107.6% | -68.5% | +176.0% | +107.7% |
| YTD | +140.2% | -83.0% | +223.2% | +140.4% |
| 1Y | +113.0% | -94.4% | +207.4% | +113.3% |
| 3Y | +100.1% | -99.3% | +199.3% | +100.3% |
| 5Y | +328.7% | -99.9% | +428.6% | +329.1% |
| 10Y | +489.2% | -98.6% | +587.8% | +484.3% |
| All | +280.0% | -95.9% | +375.9% | +278.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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