+96.5%
DINO vs URA
+36.0%
+60.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -0.9% |
| 7D | -15.5% | -4.1% | -11.4% | -15.2% |
| 30D | -16.0% | -19.0% | +3.1% | -14.6% |
| 3M | +17.9% | -25.1% | +43.1% | +20.3% |
| 6M | +38.5% | -44.5% | +83.0% | +45.8% |
| YTD | +115.8% | -24.3% | +140.1% | +113.9% |
| 1Y | +87.1% | -28.1% | +115.2% | +86.7% |
| 3Y | +96.5% | +40.7% | +55.8% | +60.7% |
| All | +96.5% | +36.0% | +60.5% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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