+111.1%
DINO vs USHY
+4.6%
+106.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | -0.1% | +5.8% | +5.5% |
| 30D | +27.8% | +0.1% | +27.7% | +27.9% |
| 3M | +45.6% | +0.8% | +44.8% | +47.1% |
| 6M | +88.5% | +1.7% | +86.7% | +95.8% |
| YTD | +134.1% | +2.5% | +131.6% | +140.0% |
| 1Y | +111.1% | +4.4% | +106.7% | +109.2% |
| All | +111.1% | +4.6% | +106.5% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling