+672.5%
DINO vs UUUU
-92.0%
+764.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +2.0% | +1.8% | +0.1% | +1.8% |
| 30D | +27.7% | +1.8% | +25.9% | +27.2% |
| 3M | +56.3% | +1.3% | +55.0% | +55.0% |
| 6M | +107.6% | -26.8% | +134.3% | +110.6% |
| YTD | +140.2% | +0.1% | +140.1% | +132.8% |
| 1Y | +113.0% | +11.2% | +101.7% | +100.8% |
| 3Y | +100.1% | +97.7% | +2.4% | +70.3% |
| 5Y | +328.7% | +127.3% | +201.4% | +245.3% |
| 10Y | +489.2% | +532.6% | -43.4% | +287.4% |
| All | +672.5% | -92.0% | +764.4% | +429.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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