+111.1%
DINO vs EXEL
+59.2%
+51.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +5.7% | +8.4% | -2.7% | +7.5% |
| 30D | +27.8% | +4.1% | +23.7% | +29.1% |
| 3M | +45.6% | +12.4% | +33.2% | +49.8% |
| 6M | +88.5% | +41.5% | +46.9% | +102.9% |
| YTD | +134.1% | +34.6% | +99.5% | +150.0% |
| 1Y | +111.1% | +57.9% | +53.2% | +126.4% |
| All | +111.1% | +59.2% | +51.9% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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