+2,762.7%
UL vs DINO
+18,972.9%
-16,210.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.1% |
| 7D | +1.1% | +5.7% | -4.6% | +0.6% |
| 30D | +4.5% | -19.6% | +24.1% | +6.6% |
| 3M | +6.5% | +11.8% | -5.3% | +5.0% |
| 6M | +18.2% | +49.0% | -30.8% | +13.0% |
| YTD | +4.7% | +128.1% | -123.4% | -4.6% |
| 1Y | +0.8% | +96.3% | -95.5% | -6.8% |
| 3Y | +35.9% | +113.8% | -77.9% | +23.0% |
| 5Y | +33.4% | +252.7% | -219.3% | +12.1% |
| 10Y | +106.9% | +451.4% | -344.5% | +54.3% |
| All | +2,762.7% | +18,972.9% | -16,210.2% | +1,325.4% |
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