+84.3%
DINO vs EXR
+26.0%
+58.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.1% |
| 7D | -12.9% | +1.7% | -14.6% | -12.5% |
| 30D | -18.6% | +18.0% | -36.6% | -16.4% |
| 3M | +16.6% | +9.7% | +7.0% | +18.5% |
| 6M | +38.2% | +13.4% | +24.7% | +40.9% |
| YTD | +119.3% | +26.3% | +93.1% | +119.3% |
| 1Y | +84.3% | +27.6% | +56.7% | +84.5% |
| All | +84.3% | +26.0% | +58.2% | +84.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling