+111.1%
DINO vs XLRE
+9.1%
+102.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.8% |
| 7D | +5.7% | -1.2% | +7.0% | +5.6% |
| 30D | +27.8% | -2.8% | +30.6% | +27.5% |
| 3M | +45.6% | -0.2% | +45.8% | +45.3% |
| 6M | +88.5% | +1.9% | +86.5% | +90.1% |
| YTD | +134.1% | +10.6% | +123.5% | +126.5% |
| 1Y | +111.1% | +8.8% | +102.3% | +106.1% |
| All | +111.1% | +9.1% | +102.0% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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