+30.4%
URI vs DINO
+86.5%
-56.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | -6.0% | -12.9% | +6.9% | -6.2% |
| 30D | +4.6% | -18.6% | +23.2% | +4.0% |
| 3M | -2.7% | +16.6% | -19.3% | -2.1% |
| 6M | +18.4% | +38.2% | -19.8% | +18.6% |
| YTD | +37.4% | +119.3% | -82.0% | +24.7% |
| 1Y | +30.4% | +84.3% | -53.9% | +23.8% |
| All | +30.4% | +86.5% | -56.2% | +23.8% |
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 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