+275.3%
UMC vs DINO
+31,944.2%
-31,668.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.1% | +4.0% |
| 7D | +13.6% | +2.0% | +11.7% | +13.1% |
| 30D | +20.8% | +27.7% | -6.9% | +13.8% |
| 3M | +16.1% | +56.3% | -40.1% | +4.0% |
| 6M | +137.3% | +107.6% | +29.7% | +97.2% |
| YTD | +193.8% | +140.2% | +53.6% | +133.6% |
| 1Y | +236.1% | +113.0% | +123.1% | +174.5% |
| 3Y | +267.1% | +100.1% | +167.0% | +196.9% |
| 5Y | +145.3% | +328.7% | -183.5% | +58.5% |
| 10Y | +1,857.3% | +489.2% | +1,368.2% | +898.3% |
| All | +275.3% | +31,944.2% | -31,668.9% | -3.3% |
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