+324.6%
DINO vs EXR
-10.8%
+335.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.8% | +2.8% |
| 7D | +4.2% | -0.7% | +4.9% | +4.3% |
| 30D | +33.9% | -6.9% | +40.8% | +35.3% |
| 3M | +50.5% | -3.0% | +53.5% | +51.0% |
| 6M | +95.2% | -2.9% | +98.1% | +95.3% |
| YTD | +140.6% | +9.3% | +131.3% | +135.3% |
| 1Y | +119.0% | -0.9% | +119.9% | +118.0% |
| 3Y | +100.4% | +24.7% | +75.7% | +90.8% |
| 5Y | +324.6% | -11.7% | +336.3% | +318.9% |
| All | +324.6% | -10.8% | +335.4% | +318.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling