+590.2%
DINO vs MUB
+76.3%
+513.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | -0.9% | +6.6% | +6.0% |
| 30D | +27.8% | -1.4% | +29.2% | +28.4% |
| 3M | +45.6% | -2.2% | +47.8% | +46.6% |
| 6M | +88.5% | -1.9% | +90.3% | +89.4% |
| YTD | +134.1% | -0.8% | +134.9% | +134.3% |
| 1Y | +111.1% | +2.7% | +108.4% | +108.5% |
| 3Y | +109.1% | +8.6% | +100.5% | +102.1% |
| 5Y | +307.2% | +2.0% | +305.1% | +302.9% |
| 10Y | +495.9% | +17.9% | +478.0% | +465.6% |
| All | +590.2% | +76.3% | +513.9% | +376.2% |
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