+7,712.8%
URI vs DINO
+15,252.5%
-7,539.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +6.0% |
| 7D | -4.0% | -10.7% | +6.6% | -0.3% |
| 30D | +6.8% | -17.8% | +24.6% | +13.5% |
| 3M | -2.8% | +23.3% | -26.1% | -10.3% |
| 6M | +20.9% | +39.6% | -18.7% | +5.9% |
| YTD | +40.2% | +121.6% | -81.3% | +3.1% |
| 1Y | +34.1% | +88.2% | -54.1% | +4.1% |
| 3Y | +164.1% | +114.4% | +49.7% | +91.6% |
| 5Y | +199.3% | +248.7% | -49.4% | +77.1% |
| 10Y | +1,218.8% | +430.9% | +788.0% | +530.5% |
| All | +7,712.8% | +15,252.5% | -7,539.8% | +2,352.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling