+572.5%
DINO vs MUB
+76.5%
+496.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +5.7% | -1.3% | +7.0% | +6.1% |
| 30D | -19.6% | +2.2% | -21.7% | -20.1% |
| 3M | +11.8% | -1.6% | +13.4% | +12.3% |
| 6M | +49.0% | -1.3% | +50.2% | +49.4% |
| YTD | +128.1% | -0.7% | +128.8% | +128.1% |
| 1Y | +96.3% | -0.2% | +96.5% | +96.0% |
| 3Y | +113.8% | +9.6% | +104.2% | +105.9% |
| 5Y | +252.7% | +2.6% | +250.1% | +248.1% |
| 10Y | +451.4% | +21.5% | +429.9% | +420.3% |
| All | +572.5% | +76.5% | +496.0% | +363.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling