+415.8%
DINO vs USFD
+339.9%
+75.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -15.5% | +3.0% | -18.4% | -16.8% |
| 30D | -16.0% | +11.1% | -27.0% | -19.6% |
| 3M | +17.9% | -0.3% | +18.2% | +17.0% |
| 6M | +38.5% | +15.9% | +22.6% | +28.9% |
| YTD | +115.8% | +41.6% | +74.2% | +83.0% |
| 1Y | +87.1% | +49.4% | +37.7% | +55.0% |
| 3Y | +96.5% | +157.8% | -61.3% | +29.7% |
| 5Y | +249.9% | +176.6% | +73.2% | +114.9% |
| 10Y | +472.9% | +375.4% | +97.5% | +206.3% |
| All | +415.8% | +339.9% | +75.9% | +190.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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