+1,182.4%
URI vs DINO
+421.6%
+760.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -6.0% | -12.9% | +6.9% | -0.8% |
| 30D | +4.6% | -18.6% | +23.2% | +12.6% |
| 3M | -2.7% | +16.6% | -19.3% | -9.4% |
| 6M | +18.4% | +38.2% | -19.8% | +1.7% |
| YTD | +37.4% | +119.3% | -82.0% | -4.5% |
| 1Y | +30.4% | +84.3% | -53.9% | -2.7% |
| 3Y | +147.9% | +107.1% | +40.8% | +70.3% |
| 5Y | +202.1% | +249.9% | -47.9% | +57.0% |
| 10Y | +1,182.4% | +428.8% | +753.7% | +447.8% |
| All | +1,182.4% | +421.6% | +760.9% | +447.8% |
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 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