+614.8%
DINO vs ULTA
+1,560.4%
-945.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.2% |
| 7D | +2.0% | -1.8% | +3.8% | +2.4% |
| 30D | +27.7% | -1.2% | +28.9% | +27.8% |
| 3M | +56.3% | +13.4% | +42.9% | +50.3% |
| 6M | +107.6% | -15.6% | +123.2% | +113.9% |
| YTD | +140.2% | -10.4% | +150.6% | +143.6% |
| 1Y | +113.0% | +5.5% | +107.5% | +105.8% |
| 3Y | +100.1% | +31.0% | +69.1% | +77.1% |
| 5Y | +328.7% | +41.8% | +286.9% | +261.9% |
| 10Y | +489.2% | +127.0% | +362.2% | +314.0% |
| All | +614.8% | +1,560.4% | -945.6% | +149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling