+4,197.4%
DINO vs EXR
+3,090.1%
+1,107.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -12.9% | +1.7% | -14.6% | -13.6% |
| 30D | -18.6% | +18.0% | -36.6% | -23.9% |
| 3M | +16.6% | +9.7% | +7.0% | +12.0% |
| 6M | +38.2% | +13.4% | +24.7% | +30.4% |
| YTD | +119.3% | +26.3% | +93.1% | +96.8% |
| 1Y | +84.3% | +27.6% | +56.7% | +64.5% |
| 3Y | +107.1% | +52.2% | +55.0% | +67.4% |
| 5Y | +249.9% | -1.1% | +251.0% | +222.7% |
| 10Y | +428.8% | +216.8% | +212.0% | +176.0% |
| All | +4,197.4% | +3,090.1% | +1,107.3% | +648.0% |
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