Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DINO vs URA✓SelectedUSD · URADINO vs URA performance historyLatest closeAs of+2.65%11/09
Stock and ETF performance explorer

DINO vs URA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,109.1%
URA return
-48.6%
Excess return
+1,157.7%
Maximum drawdown
-77.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioURAExcessAlpha
1D+2.7%+6.2%-3.5%+0.5%
7D-10.7%+4.3%-14.9%-11.9%
30D-17.8%-11.7%-6.0%-14.6%
3M+23.3%-23.5%+46.8%+33.5%
6M+39.6%-37.8%+77.3%+60.1%
YTD+121.6%-19.6%+141.2%+123.1%
1Y+88.2%-24.8%+113.0%+93.0%
3Y+114.4%+47.0%+67.4%+55.1%
5Y+248.7%+35.4%+213.3%+148.1%
10Y+430.9%+302.3%+128.5%+107.7%
All+1,109.1%-48.6%+1,157.7%+990.0%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling