+334.7%
DINO vs USFR
+20.4%
+314.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +27.7% | +0.3% | +27.4% | +27.8% |
| 3M | +56.3% | +1.0% | +55.3% | +56.7% |
| 6M | +107.6% | +1.9% | +105.6% | +109.2% |
| YTD | +140.2% | +2.7% | +137.5% | +142.5% |
| 1Y | +113.0% | +4.0% | +109.0% | +115.3% |
| 3Y | +100.1% | +14.0% | +86.0% | +126.5% |
| All | +334.7% | +20.4% | +314.3% | +415.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling