+2,625.5%
UL vs DINO
+20,012.8%
-17,387.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.3% |
| 7D | -1.3% | +4.2% | -5.5% | -1.7% |
| 30D | +0.9% | +33.9% | -32.9% | -2.0% |
| 3M | +14.2% | +50.5% | -36.3% | +9.5% |
| 6M | -3.2% | +95.2% | -98.3% | -9.9% |
| YTD | -0.3% | +140.6% | -140.9% | -9.4% |
| 1Y | -8.8% | +119.0% | -127.7% | -16.4% |
| 3Y | +23.9% | +100.4% | -76.5% | +13.1% |
| 5Y | +21.4% | +324.6% | -303.2% | +0.1% |
| 10Y | +66.7% | +485.3% | -418.6% | +23.5% |
| All | +2,625.5% | +20,012.8% | -17,387.2% | +1,253.9% |
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