+115.0%
UMC vs DINO
+105.4%
+9.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.7% | -2.5% |
| 7D | -14.7% | -6.6% | -8.1% | -14.9% |
| 30D | -32.9% | -9.2% | -23.6% | -33.0% |
| 3M | -22.2% | +19.2% | -41.4% | -20.5% |
| 6M | +25.9% | +47.6% | -21.7% | +33.7% |
| YTD | +107.9% | +132.2% | -24.3% | +140.3% |
| 1Y | +115.0% | +102.0% | +13.0% | +150.4% |
| All | +115.0% | +105.4% | +9.7% | +150.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling