+111.1%
DINO vs ULTA
+6.6%
+104.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | +5.7% | +9.0% | -3.3% | +5.9% |
| 30D | +27.8% | +4.6% | +23.2% | +27.8% |
| 3M | +45.6% | +22.0% | +23.7% | +44.8% |
| 6M | +88.5% | -14.7% | +103.2% | +94.5% |
| YTD | +134.1% | -6.8% | +140.9% | +142.1% |
| 1Y | +111.1% | +6.5% | +104.6% | +119.3% |
| All | +111.1% | +6.6% | +104.5% | +119.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling