+164.1%
URI vs DINO
+110.8%
+53.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +6.2% |
| 7D | -4.0% | -10.7% | +6.6% | -1.4% |
| 30D | +6.8% | -17.8% | +24.6% | +11.4% |
| 3M | -2.8% | +23.3% | -26.1% | -8.9% |
| 6M | +20.9% | +39.6% | -18.7% | +8.3% |
| YTD | +40.2% | +121.6% | -81.3% | +4.3% |
| 1Y | +34.1% | +88.2% | -54.1% | +6.4% |
| 3Y | +164.1% | +114.4% | +49.7% | +84.3% |
| All | +164.1% | +110.8% | +53.3% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling