+432.4%
DINO vs EXR
+216.3%
+216.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.7% | -0.4% | +6.1% | +5.8% |
| 30D | -19.6% | +18.2% | -37.8% | -22.9% |
| 3M | +11.8% | +7.3% | +4.5% | +9.6% |
| 6M | +49.0% | +13.8% | +35.1% | +43.5% |
| YTD | +128.1% | +25.9% | +102.2% | +112.8% |
| 1Y | +96.3% | +25.8% | +70.5% | +83.1% |
| 3Y | +113.8% | +53.7% | +60.1% | +85.5% |
| 5Y | +252.7% | -1.8% | +254.4% | +239.3% |
| All | +432.4% | +216.3% | +216.1% | +252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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