+19.5%
UL vs DINO
+97.4%
-77.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -4.1% | +1.5% | -5.5% | -4.0% |
| 30D | -1.2% | +25.9% | -27.1% | -0.5% |
| 3M | +6.0% | +53.2% | -47.2% | +7.3% |
| 6M | -5.5% | +105.5% | -110.9% | -4.0% |
| YTD | -3.3% | +139.2% | -142.6% | -1.6% |
| 1Y | -9.8% | +117.4% | -127.2% | -8.2% |
| All | +19.5% | +97.4% | -77.9% | +21.5% |
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