+5.5%
URI vs DINO
+118.1%
-112.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.2% | +0.6% |
| 7D | +2.5% | +4.2% | -1.6% | +2.7% |
| 30D | -12.5% | +33.9% | -46.4% | -11.6% |
| 3M | -6.2% | +50.5% | -56.7% | -5.6% |
| 6M | +25.9% | +95.2% | -69.3% | +24.6% |
| YTD | +26.2% | +140.6% | -114.4% | +20.7% |
| 1Y | +5.5% | +119.0% | -113.5% | +2.2% |
| All | +5.5% | +118.1% | -112.6% | +2.2% |
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