+474.3%
DINO vs MUB
+16.7%
+457.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +1.5% | -1.2% | +2.7% | +2.0% |
| 30D | +25.9% | -2.8% | +28.7% | +27.4% |
| 3M | +53.2% | -3.1% | +56.2% | +55.2% |
| 6M | +105.5% | -2.9% | +108.3% | +107.9% |
| YTD | +139.2% | -2.0% | +141.3% | +140.8% |
| 1Y | +117.4% | 0.0% | +117.4% | +116.2% |
| 3Y | +99.3% | +7.4% | +91.9% | +89.2% |
| 5Y | +333.0% | +0.8% | +332.2% | +330.7% |
| All | +474.3% | +16.7% | +457.6% | +351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MUB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling