+100.4%
DINO vs MUB
+8.8%
+91.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.7% |
| 7D | +4.2% | -0.3% | +4.5% | +4.1% |
| 30D | +33.9% | -1.5% | +35.4% | +33.3% |
| 3M | +50.5% | -1.9% | +52.5% | +49.7% |
| 6M | +95.2% | -1.7% | +96.9% | +94.7% |
| YTD | +140.6% | -0.8% | +141.3% | +139.0% |
| 1Y | +119.0% | +1.5% | +117.5% | +115.6% |
| 3Y | +100.4% | +8.8% | +91.6% | +76.5% |
| All | +100.4% | +8.8% | +91.6% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling