+75.9%
UBER vs DINO
+215.4%
-139.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.8% | -6.2% | -4.1% |
| 7D | -2.8% | +4.2% | -7.0% | -3.8% |
| 30D | -2.5% | +33.9% | -36.4% | -9.3% |
| 3M | +4.4% | +50.5% | -46.2% | -6.1% |
| 6M | -2.7% | +95.2% | -97.8% | -18.6% |
| YTD | -10.5% | +140.6% | -151.1% | -29.8% |
| 1Y | -22.5% | +119.0% | -141.5% | -37.8% |
| 3Y | +54.8% | +100.4% | -45.6% | +23.5% |
| 5Y | +82.5% | +324.6% | -242.1% | +14.1% |
| All | +75.9% | +215.4% | -139.5% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling