+338.3%
SU vs DINO
+326.7%
+11.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +2.2% | +2.3% | -0.1% | +1.2% |
| 30D | +8.4% | +22.6% | -14.2% | -1.2% |
| 3M | +12.1% | +55.2% | -43.1% | -8.5% |
| 6M | +19.7% | +93.8% | -74.1% | -11.7% |
| YTD | +58.4% | +139.5% | -81.1% | +4.5% |
| 1Y | +67.2% | +115.3% | -48.1% | +15.5% |
| 3Y | +125.0% | +98.8% | +26.2% | +55.3% |
| All | +338.3% | +326.7% | +11.6% | +113.7% |
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