+299.3%
DINO vs USHY
+50.7%
+248.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.2% | 0.0% | +4.1% | +4.1% |
| 30D | +33.9% | 0.0% | +33.9% | +33.9% |
| 3M | +50.5% | +1.2% | +49.4% | +47.1% |
| 6M | +95.2% | +2.6% | +92.5% | +84.3% |
| YTD | +140.6% | +2.4% | +138.1% | +128.0% |
| 1Y | +119.0% | +4.2% | +114.7% | +100.5% |
| 3Y | +100.4% | +28.0% | +72.4% | +24.5% |
| 5Y | +324.6% | +21.8% | +302.8% | +198.9% |
| All | +299.3% | +50.7% | +248.6% | +90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling