+9,321.7%
UNP vs DINO
+19,474.2%
-10,152.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -5.3% | +5.7% | -11.1% | -6.4% |
| 30D | -1.5% | +27.8% | -29.4% | -6.2% |
| 3M | +10.3% | +45.6% | -35.4% | +2.2% |
| 6M | +9.7% | +88.5% | -78.8% | -3.8% |
| YTD | +27.1% | +134.1% | -107.0% | +6.6% |
| 1Y | +32.6% | +111.1% | -78.5% | +13.1% |
| 3Y | +40.0% | +109.1% | -69.1% | +17.5% |
| 5Y | +50.8% | +307.2% | -256.3% | +7.8% |
| 10Y | +278.6% | +495.9% | -217.3% | +131.8% |
| All | +9,321.7% | +19,474.2% | -10,152.5% | +3,392.4% |
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 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