+78.9%
UBER vs DINO
+326.7%
-247.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | +2.3% | -7.7% | -5.9% |
| 30D | -4.9% | +22.6% | -27.5% | -8.9% |
| 3M | +3.0% | +55.2% | -52.2% | -6.3% |
| 6M | -4.4% | +93.8% | -98.2% | -18.0% |
| YTD | -12.3% | +139.5% | -151.8% | -29.4% |
| 1Y | -24.3% | +115.3% | -139.6% | -37.5% |
| 3Y | +46.4% | +98.8% | -52.3% | +18.9% |
| All | +78.9% | +326.7% | -247.8% | +9.1% |
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