+428.8%
DINO vs EXR
+205.9%
+222.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -12.9% | +1.7% | -14.6% | -13.3% |
| 30D | -18.6% | +18.0% | -36.6% | -22.0% |
| 3M | +16.6% | +9.7% | +7.0% | +13.7% |
| 6M | +38.2% | +13.4% | +24.7% | +33.2% |
| YTD | +119.3% | +26.3% | +93.1% | +104.5% |
| 1Y | +84.3% | +27.6% | +56.7% | +71.2% |
| 3Y | +107.1% | +52.2% | +55.0% | +80.2% |
| 5Y | +249.9% | -1.1% | +251.0% | +235.9% |
| 10Y | +428.8% | +216.8% | +212.0% | +247.7% |
| All | +428.8% | +205.9% | +222.9% | +247.7% |
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