+69.4%
USAR vs DINO
+166.4%
-97.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -4.4% | +2.0% | -6.4% | -4.5% |
| 30D | -10.4% | +27.7% | -38.1% | -11.4% |
| 3M | -18.4% | +56.3% | -74.7% | -20.1% |
| 6M | -8.8% | +107.6% | -116.4% | -13.2% |
| YTD | +43.4% | +140.2% | -96.8% | +35.1% |
| 1Y | +21.0% | +113.0% | -92.0% | +14.9% |
| 3Y | +67.7% | +100.1% | -32.3% | +62.8% |
| All | +69.4% | +166.4% | -97.0% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling