+122.1%
URI vs DINO
+107.2%
+14.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.0% | +5.7% | -7.7% | -3.4% |
| 30D | -12.9% | +27.8% | -40.8% | -18.4% |
| 3M | -6.7% | +45.6% | -52.4% | -16.4% |
| 6M | +19.0% | +88.5% | -69.5% | -3.0% |
| YTD | +25.5% | +134.1% | -108.6% | -6.7% |
| 1Y | +5.5% | +111.1% | -105.6% | -18.9% |
| All | +122.1% | +107.2% | +14.9% | +58.7% |
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