+328.7%
DINO vs EXPD
+61.0%
+267.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.6% |
| 7D | +2.0% | +1.2% | +0.8% | +1.6% |
| 30D | +27.7% | +5.2% | +22.5% | +25.6% |
| 3M | +56.3% | +13.2% | +43.1% | +49.9% |
| 6M | +107.6% | +30.3% | +77.2% | +89.6% |
| YTD | +140.2% | +27.0% | +113.2% | +120.0% |
| 1Y | +113.0% | +57.3% | +55.7% | +79.8% |
| 3Y | +100.1% | +70.0% | +30.1% | +63.4% |
| 5Y | +328.7% | +61.6% | +267.1% | +231.9% |
| All | +328.7% | +61.0% | +267.7% | +231.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling