+113.8%
DINO vs EXEL
+230.5%
-116.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | +5.7% | -0.8% | +6.5% | +5.7% |
| 30D | -19.6% | +13.1% | -32.7% | -19.4% |
| 3M | +11.8% | +36.3% | -24.5% | +12.2% |
| 6M | +49.0% | +34.5% | +14.4% | +49.3% |
| YTD | +128.1% | +57.4% | +70.7% | +127.5% |
| 1Y | +96.3% | +62.9% | +33.4% | +95.2% |
| 3Y | +113.8% | +229.5% | -115.7% | +101.3% |
| All | +113.8% | +230.5% | -116.7% | +101.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling