+475.0%
DINO vs XLRE
+89.0%
+385.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.4% |
| 7D | +2.3% | -1.2% | +3.5% | +3.1% |
| 30D | +22.6% | -2.4% | +25.0% | +24.5% |
| 3M | +55.2% | -2.5% | +57.7% | +57.3% |
| 6M | +93.8% | +4.0% | +89.8% | +86.6% |
| YTD | +139.5% | +9.3% | +130.2% | +122.9% |
| 1Y | +115.3% | +5.6% | +109.7% | +105.0% |
| 3Y | +98.8% | +31.3% | +67.5% | +60.0% |
| 5Y | +333.5% | +9.5% | +323.9% | +287.6% |
| All | +475.0% | +89.0% | +385.9% | +254.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling