+394.0%
DINO vs UPST
+7.9%
+386.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.6% |
| 7D | +5.7% | -3.5% | +9.3% | +5.9% |
| 30D | +27.8% | -7.1% | +34.9% | +28.1% |
| 3M | +45.6% | -13.1% | +58.7% | +46.1% |
| 6M | +88.5% | -1.1% | +89.6% | +87.6% |
| YTD | +134.1% | -35.9% | +170.0% | +136.8% |
| 1Y | +111.1% | -57.4% | +168.5% | +116.5% |
| 3Y | +109.1% | -14.9% | +124.0% | +104.9% |
| 5Y | +307.2% | -88.7% | +395.8% | +296.2% |
| All | +394.0% | +7.9% | +386.1% | +394.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling