-20.3%
USAR vs DINO
+115.3%
-135.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.8% | +5.7% | -6.5% | -0.9% |
| 30D | -20.9% | -19.6% | -1.4% | -21.0% |
| 3M | -56.2% | +11.8% | -68.0% | -56.9% |
| 6M | -67.9% | +49.0% | -116.9% | -68.9% |
| YTD | -31.4% | +128.1% | -159.5% | -36.3% |
| 1Y | -45.1% | +96.3% | -141.3% | -48.4% |
| 3Y | -20.3% | +113.8% | -134.1% | -23.5% |
| All | -20.3% | +115.3% | -135.6% | -23.5% |
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