+475.0%
DINO vs SPXU
-99.6%
+574.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.7% |
| 7D | +2.3% | +2.5% | -0.2% | +3.2% |
| 30D | +22.6% | +4.2% | +18.5% | +24.5% |
| 3M | +55.2% | -9.3% | +64.5% | +50.5% |
| 6M | +93.8% | -30.7% | +124.5% | +71.1% |
| YTD | +139.5% | -28.1% | +167.6% | +115.0% |
| 1Y | +115.3% | -35.2% | +150.6% | +87.4% |
| 3Y | +98.8% | -79.9% | +178.7% | +25.0% |
| 5Y | +333.5% | -86.4% | +419.9% | +172.9% |
| All | +475.0% | -99.6% | +574.5% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling