+98.8%
DINO vs USHY
+27.0%
+71.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.3% | -0.7% | +3.0% | +3.6% |
| 30D | +22.6% | -0.7% | +23.3% | +24.1% |
| 3M | +55.2% | +0.1% | +55.2% | +54.9% |
| 6M | +93.8% | +1.8% | +92.0% | +85.9% |
| YTD | +139.5% | +1.8% | +137.7% | +129.6% |
| 1Y | +115.3% | +3.3% | +112.0% | +98.8% |
| 3Y | +98.8% | +27.0% | +71.8% | +32.4% |
| All | +98.8% | +27.0% | +71.8% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling