+104.2%
UAL vs DINO
+490.1%
-385.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.1% | +2.0% | -3.1% | -1.9% |
| 30D | -13.4% | +27.7% | -41.1% | -21.6% |
| 3M | -2.3% | +56.3% | -58.6% | -19.4% |
| 6M | +13.3% | +107.6% | -94.2% | -18.6% |
| YTD | -4.2% | +140.2% | -144.4% | -36.3% |
| 1Y | +1.4% | +113.0% | -111.6% | -29.3% |
| 3Y | +125.8% | +100.1% | +25.7% | +55.3% |
| 5Y | +130.0% | +328.7% | -198.8% | +4.3% |
| 10Y | +104.2% | +489.2% | -384.9% | -12.4% |
| All | +104.2% | +490.1% | -385.9% | -12.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling