+2,299.2%
DINO vs SPXU
-100.0%
+2,399.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +3.4% |
| 7D | +4.2% | -1.5% | +5.6% | +3.6% |
| 30D | +33.9% | +3.7% | +30.1% | +35.8% |
| 3M | +50.5% | -9.6% | +60.1% | +45.3% |
| 6M | +95.2% | -32.4% | +127.5% | +68.8% |
| YTD | +140.6% | -28.7% | +169.2% | +113.2% |
| 1Y | +119.0% | -38.2% | +157.2% | +84.8% |
| 3Y | +100.4% | -80.4% | +180.8% | +20.4% |
| 5Y | +324.6% | -86.0% | +410.6% | +159.5% |
| 10Y | +485.3% | -99.5% | +584.8% | +36.5% |
| All | +2,299.2% | -100.0% | +2,399.2% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling