+114.4%
DINO vs EXPD
+72.3%
+42.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +1.7% |
| 7D | -10.7% | -5.5% | -5.2% | -8.7% |
| 30D | -17.8% | -1.9% | -15.9% | -17.1% |
| 3M | +23.3% | +6.1% | +17.2% | +20.8% |
| 6M | +39.6% | +21.6% | +17.9% | +29.7% |
| YTD | +121.6% | +27.9% | +93.7% | +99.8% |
| 1Y | +88.2% | +39.4% | +48.8% | +62.9% |
| 3Y | +114.4% | +72.7% | +41.7% | +61.3% |
| All | +114.4% | +72.3% | +42.2% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling