+1,271.8%
URI vs DINO
+490.1%
+781.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +5.0% | +2.0% | +3.0% | +4.2% |
| 30D | -9.4% | +27.7% | -37.1% | -18.0% |
| 3M | -5.8% | +56.3% | -62.1% | -22.2% |
| 6M | +25.8% | +107.6% | -81.7% | -8.9% |
| YTD | +27.9% | +140.2% | -112.3% | -13.9% |
| 1Y | +9.7% | +113.0% | -103.3% | -22.8% |
| 3Y | +128.0% | +100.1% | +27.9% | +59.4% |
| 5Y | +212.4% | +328.7% | -116.3% | +48.0% |
| 10Y | +1,271.8% | +489.2% | +782.7% | +368.5% |
| All | +1,271.8% | +490.1% | +781.7% | +368.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling