+117.4%
DINO vs EXEL
+50.0%
+67.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | -0.7% |
| 7D | +1.5% | -2.9% | +4.4% | +0.9% |
| 30D | +25.9% | +11.9% | +14.0% | +29.1% |
| 3M | +53.2% | +9.2% | +44.0% | +56.6% |
| 6M | +105.5% | +39.1% | +66.4% | +120.9% |
| YTD | +139.2% | +31.0% | +108.2% | +154.8% |
| 1Y | +117.4% | +52.3% | +65.0% | +134.1% |
| All | +117.4% | +50.0% | +67.4% | +134.1% |
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