+51.7%
UNP vs DINO
+328.2%
-276.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -1.7% | +2.0% | -3.7% | -2.0% |
| 30D | -2.1% | +27.7% | -29.8% | -5.6% |
| 3M | +5.4% | +56.3% | -50.8% | -1.5% |
| 6M | +13.4% | +107.6% | -94.2% | +0.9% |
| YTD | +25.0% | +140.2% | -115.2% | +8.1% |
| 1Y | +34.6% | +113.0% | -78.4% | +18.5% |
| 3Y | +43.6% | +100.1% | -56.4% | +23.4% |
| 5Y | +51.7% | +328.7% | -277.0% | +18.8% |
| All | +51.7% | +328.2% | -276.4% | +18.8% |
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