+84.3%
DINO vs UPST
-48.7%
+132.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.3% | +7.3% | -1.3% |
| 7D | -12.9% | -4.5% | -8.4% | -12.9% |
| 30D | -18.6% | -15.3% | -3.3% | -18.8% |
| 3M | +16.6% | -32.4% | +49.0% | +16.0% |
| 6M | +38.2% | -29.5% | +67.7% | +37.1% |
| YTD | +119.3% | -53.3% | +172.7% | +124.3% |
| 1Y | +84.3% | -47.4% | +131.6% | +81.3% |
| All | +84.3% | -48.7% | +132.9% | +81.3% |
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