+144.1%
UMC vs DINO
+326.7%
-182.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.2% | +2.3% |
| 7D | +9.0% | +2.3% | +6.7% | +8.6% |
| 30D | +17.2% | +22.6% | -5.4% | +13.3% |
| 3M | +11.4% | +55.2% | -43.8% | +3.5% |
| 6M | +137.5% | +93.8% | +43.7% | +111.0% |
| YTD | +193.1% | +139.5% | +53.6% | +148.2% |
| 1Y | +240.3% | +115.3% | +125.0% | +193.9% |
| 3Y | +262.2% | +98.8% | +163.4% | +209.3% |
| All | +144.1% | +326.7% | -182.6% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling