+2,423.9%
MUU vs DINO
+158.5%
+2,265.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.4% | -8.9% | -9.1% |
| 7D | +3.6% | +1.5% | +2.1% | +2.5% |
| 30D | +22.3% | +25.9% | -3.6% | +5.2% |
| 3M | -8.2% | +53.2% | -61.4% | -32.0% |
| 6M | +256.3% | +105.5% | +150.9% | +106.9% |
| YTD | +534.4% | +139.2% | +395.2% | +187.9% |
| 1Y | +2,163.5% | +117.4% | +2,046.1% | +1,059.3% |
| All | +2,423.9% | +158.5% | +2,265.3% | +804.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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