+91.7%
USB vs DINO
+465.9%
-374.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | 0.0% | -15.5% | +15.5% | +5.4% |
| 30D | +5.8% | -16.0% | +21.8% | +11.3% |
| 3M | -6.0% | +17.9% | -23.9% | -12.2% |
| 6M | +7.8% | +38.5% | -30.8% | -5.4% |
| YTD | +14.6% | +115.8% | -101.2% | -15.2% |
| 1Y | +31.8% | +87.1% | -55.3% | +2.3% |
| 3Y | +91.5% | +96.5% | -5.0% | +41.6% |
| 5Y | +22.0% | +249.9% | -227.8% | -30.7% |
| All | +91.7% | +465.9% | -374.2% | -13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling