+26.2%
UPS vs DINO
+116.3%
-90.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.0% | +2.3% | -4.3% | -1.9% |
| 30D | -2.0% | +22.6% | -24.6% | -1.6% |
| 3M | -6.2% | +55.2% | -61.5% | -5.3% |
| 6M | +2.8% | +93.8% | -91.0% | +3.8% |
| YTD | +5.9% | +139.5% | -133.6% | +7.2% |
| 1Y | +26.2% | +115.3% | -89.1% | +26.7% |
| All | +26.2% | +116.3% | -90.1% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling