+480.0%
DINO vs EXPD
+304.0%
+175.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | -15.5% | -7.2% | -8.3% | -12.5% |
| 30D | -16.0% | -3.3% | -12.7% | -14.6% |
| 3M | +17.9% | +3.4% | +14.5% | +16.1% |
| 6M | +38.5% | +22.7% | +15.8% | +25.5% |
| YTD | +115.8% | +24.5% | +91.3% | +91.6% |
| 1Y | +87.1% | +38.6% | +48.5% | +57.2% |
| 3Y | +96.5% | +71.5% | +25.0% | +45.7% |
| 5Y | +249.9% | +56.2% | +193.6% | +163.6% |
| All | +480.0% | +304.0% | +175.9% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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