+113.8%
DINO vs UPST
-4.9%
+118.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.1% |
| 7D | +5.7% | -10.6% | +16.3% | +6.4% |
| 30D | -19.6% | -14.0% | -5.6% | -19.0% |
| 3M | +11.8% | -36.8% | +48.6% | +14.9% |
| 6M | +49.0% | -27.5% | +76.5% | +50.7% |
| YTD | +128.1% | -55.3% | +183.4% | +138.6% |
| 1Y | +96.3% | -47.5% | +143.8% | +102.0% |
| 3Y | +113.8% | -10.4% | +124.2% | +93.4% |
| All | +113.8% | -4.9% | +118.7% | +93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling