+41.5%
NU vs DINO
+297.1%
-255.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.9% | +2.3% | -7.2% | -5.4% |
| 30D | +7.8% | +22.6% | -14.8% | +2.8% |
| 3M | +20.9% | +55.2% | -34.3% | +8.9% |
| 6M | +0.9% | +93.8% | -92.9% | -15.2% |
| YTD | -12.7% | +139.5% | -152.2% | -31.7% |
| 1Y | -6.4% | +115.3% | -121.7% | -24.6% |
| 3Y | +98.1% | +98.8% | -0.7% | +57.2% |
| All | +41.5% | +297.1% | -255.5% | -28.8% |
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