-14.3%
UNH vs DINO
+97.4%
-111.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -3.2% | +1.5% | -4.6% | -3.2% |
| 30D | -3.5% | +25.9% | -29.4% | -4.0% |
| 3M | -4.2% | +53.2% | -57.3% | -5.3% |
| 6M | +38.3% | +105.5% | -67.2% | +35.2% |
| YTD | +19.2% | +139.2% | -120.0% | +15.9% |
| 1Y | +15.0% | +117.4% | -102.4% | +11.9% |
| All | -14.3% | +97.4% | -111.7% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling