+149.5%
URI vs DINO
+115.3%
+34.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +6.7% | +5.7% | +1.0% | +5.3% |
| 30D | +8.9% | -19.6% | +28.4% | +14.2% |
| 3M | +0.5% | +11.8% | -11.3% | -3.1% |
| 6M | +20.7% | +49.0% | -28.3% | +6.3% |
| YTD | +40.0% | +128.1% | -88.1% | +3.7% |
| 1Y | +34.4% | +96.3% | -61.9% | +5.6% |
| 3Y | +149.5% | +113.8% | +35.7% | +75.1% |
| All | +149.5% | +115.3% | +34.2% | +75.1% |
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