+248.7%
DINO vs EXR
-0.5%
+249.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.0% | +2.6% |
| 7D | -10.7% | +2.7% | -13.3% | -11.0% |
| 30D | -17.8% | +18.9% | -36.7% | -20.0% |
| 3M | +23.3% | +8.4% | +14.9% | +21.7% |
| 6M | +39.6% | +14.3% | +25.2% | +36.3% |
| YTD | +121.6% | +27.2% | +94.3% | +111.6% |
| 1Y | +88.2% | +25.9% | +62.3% | +80.0% |
| 3Y | +114.4% | +54.6% | +59.8% | +97.6% |
| 5Y | +248.7% | -0.6% | +249.3% | +216.8% |
| All | +248.7% | -0.5% | +249.2% | +216.8% |
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