-73.3%
U vs DINO
+250.9%
-324.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.6% | +5.7% | -3.1% | +1.4% |
| 30D | +27.6% | -19.6% | +47.1% | +32.9% |
| 3M | +15.3% | +11.8% | +3.5% | +11.2% |
| 6M | +96.4% | +49.0% | +47.4% | +76.1% |
| YTD | +19.6% | +128.1% | -108.6% | -5.9% |
| 1Y | +42.1% | +96.3% | -54.2% | +16.7% |
| 3Y | +87.5% | +113.8% | -26.2% | +43.6% |
| All | -73.3% | +250.9% | -324.2% | -81.4% |
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