+439.9%
DINO vs USFD
+352.6%
+87.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -2.7% | -0.2% | -2.6% | -2.6% |
| 30D | -17.2% | +12.3% | -29.6% | -21.1% |
| 3M | +18.9% | -0.7% | +19.6% | +18.2% |
| 6M | +40.6% | +31.3% | +9.3% | +25.0% |
| YTD | +125.9% | +45.7% | +80.2% | +89.6% |
| 1Y | +90.9% | +52.1% | +38.8% | +57.2% |
| 3Y | +113.4% | +158.2% | -44.9% | +40.9% |
| 5Y | +258.3% | +213.8% | +44.6% | +109.3% |
| 10Y | +446.1% | +367.0% | +79.1% | +190.4% |
| All | +439.9% | +352.6% | +87.4% | +200.5% |
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