+324.6%
DINO vs URA
+131.0%
+193.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.4% | +2.1% |
| 7D | +4.2% | +8.1% | -3.9% | +2.6% |
| 30D | +33.9% | +5.8% | +28.1% | +32.1% |
| 3M | +50.5% | +3.4% | +47.1% | +48.5% |
| 6M | +95.2% | -2.6% | +97.8% | +92.1% |
| YTD | +140.6% | +11.2% | +129.4% | +126.5% |
| 1Y | +119.0% | +19.8% | +99.1% | +98.3% |
| 3Y | +100.4% | +121.5% | -21.1% | +43.3% |
| 5Y | +324.6% | +134.5% | +190.1% | +189.0% |
| All | +324.6% | +131.0% | +193.6% | +189.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling