+133.6%
UAL vs DINO
+107.2%
+26.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | +0.7% | +5.7% | -5.0% | -0.5% |
| 30D | -16.1% | +27.8% | -43.9% | -20.5% |
| 3M | +6.1% | +45.6% | -39.5% | -3.2% |
| 6M | +10.8% | +88.5% | -77.6% | -8.2% |
| YTD | -0.4% | +134.1% | -134.5% | -25.3% |
| 1Y | +5.0% | +111.1% | -106.1% | -18.2% |
| All | +133.6% | +107.2% | +26.4% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling