+34.0%
USB vs DINO
+111.1%
-77.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +1.4% | +5.7% | -4.3% | +1.1% |
| 30D | -1.3% | +27.8% | -29.1% | -2.6% |
| 3M | +15.2% | +45.6% | -30.4% | +12.5% |
| 6M | +18.8% | +88.5% | -69.6% | +13.1% |
| YTD | +21.0% | +134.1% | -113.1% | +10.2% |
| 1Y | +34.0% | +111.1% | -77.1% | +23.5% |
| All | +34.0% | +111.1% | -77.1% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling