+489.2%
DINO vs EXR
+144.7%
+344.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +0.5% |
| 7D | +2.0% | -3.1% | +5.0% | +2.7% |
| 30D | +27.7% | -7.5% | +35.2% | +30.1% |
| 3M | +56.3% | -7.5% | +63.8% | +59.0% |
| 6M | +107.6% | -5.2% | +112.7% | +108.8% |
| YTD | +140.2% | +6.5% | +133.7% | +134.2% |
| 1Y | +113.0% | -2.0% | +115.0% | +112.0% |
| 3Y | +100.1% | +21.5% | +78.5% | +84.8% |
| 5Y | +328.7% | -11.5% | +340.3% | +320.7% |
| 10Y | +489.2% | +148.0% | +341.2% | +306.5% |
| All | +489.2% | +144.7% | +344.4% | +306.5% |
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