+4,486.8%
DINO vs EXR
+2,662.2%
+1,824.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.2% |
| 7D | +5.7% | -2.6% | +8.3% | +6.8% |
| 30D | +27.8% | -7.2% | +35.0% | +31.5% |
| 3M | +45.6% | -3.5% | +49.1% | +47.2% |
| 6M | +88.5% | -5.3% | +93.8% | +90.3% |
| YTD | +134.1% | +9.4% | +124.8% | +123.0% |
| 1Y | +111.1% | +1.3% | +109.8% | +106.6% |
| 3Y | +109.1% | +22.4% | +86.7% | +83.8% |
| 5Y | +307.2% | -12.2% | +319.4% | +293.4% |
| 10Y | +495.9% | +148.6% | +347.4% | +243.4% |
| All | +4,486.8% | +2,662.2% | +1,824.5% | +747.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling