+119.0%
DINO vs UPST
-59.7%
+178.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.8% | +6.6% | +2.8% |
| 7D | +4.2% | -1.5% | +5.7% | +4.2% |
| 30D | +33.9% | -13.2% | +47.1% | +34.1% |
| 3M | +50.5% | -13.0% | +63.5% | +50.7% |
| 6M | +95.2% | -2.9% | +98.0% | +92.8% |
| YTD | +140.6% | -38.3% | +178.9% | +147.7% |
| 1Y | +119.0% | -60.5% | +179.4% | +135.5% |
| All | +119.0% | -59.7% | +178.7% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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