-19.0%
USAR vs DINO
+153.0%
-172.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -56.8% |
| 6M | -67.9% | +49.0% | -116.9% | -68.8% |
| YTD | -31.4% | +128.1% | -159.5% | -35.8% |
| 1Y | -45.1% | +96.3% | -141.3% | -48.1% |
| 3Y | -20.3% | +113.8% | -134.1% | -23.3% |
| All | -19.0% | +153.0% | -172.0% | -22.2% |
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