+134,607.8%
UNH vs DINO
+19,981.2%
+114,626.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.8% | -1.9% |
| 7D | -1.7% | +2.0% | -3.6% | -1.9% |
| 30D | -3.8% | +27.7% | -31.5% | -7.3% |
| 3M | -4.3% | +56.3% | -60.6% | -10.7% |
| 6M | +38.6% | +107.6% | -68.9% | +23.5% |
| YTD | +20.7% | +140.2% | -119.5% | +4.8% |
| 1Y | +16.0% | +113.0% | -97.0% | +2.3% |
| 3Y | -13.5% | +100.1% | -113.5% | -24.3% |
| 5Y | +3.5% | +328.7% | -325.2% | -21.9% |
| 10Y | +245.3% | +489.2% | -243.8% | +128.2% |
| All | +134,607.8% | +19,981.2% | +114,626.6% | +53,132.2% |
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