+252.4%
DINO vs SPXU
-83.3%
+335.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | +0.3% |
| 7D | +5.7% | -7.6% | +13.3% | +4.0% |
| 30D | -19.6% | +5.3% | -24.9% | -18.3% |
| 3M | +11.8% | +9.6% | +2.2% | +14.7% |
| 6M | +49.0% | -4.5% | +53.5% | +48.5% |
| YTD | +128.1% | -25.9% | +154.0% | +114.9% |
| 1Y | +96.3% | -28.9% | +125.2% | +83.2% |
| 3Y | +113.8% | -80.5% | +194.3% | +56.4% |
| All | +252.4% | -83.3% | +335.6% | +175.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling