+113.8%
DINO vs USFR
+14.4%
+99.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.7% | +0.1% | +5.6% | +5.5% |
| 30D | -19.6% | +0.4% | -19.9% | -20.3% |
| 3M | +11.8% | +1.1% | +10.7% | +8.5% |
| 6M | +49.0% | +2.0% | +46.9% | +39.8% |
| YTD | +128.1% | +3.5% | +124.6% | +103.3% |
| 1Y | +96.3% | +4.1% | +92.2% | +69.1% |
| 3Y | +113.8% | +14.4% | +99.4% | +95.0% |
| All | +113.8% | +14.4% | +99.4% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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