+334.7%
DINO vs EXEL
+197.1%
+137.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | +2.0% | -0.3% | +2.3% | +2.0% |
| 30D | +27.7% | +10.1% | +17.5% | +27.0% |
| 3M | +56.3% | +10.1% | +46.2% | +55.3% |
| 6M | +107.6% | +37.7% | +69.9% | +102.5% |
| YTD | +140.2% | +33.1% | +107.1% | +134.5% |
| 1Y | +113.0% | +52.4% | +60.6% | +104.2% |
| 3Y | +100.1% | +163.8% | -63.8% | +76.0% |
| All | +334.7% | +197.1% | +137.5% | +259.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling