+98.8%
DINO vs XLRE
+31.2%
+67.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.2% |
| 7D | +2.3% | -1.2% | +3.5% | +2.8% |
| 30D | +22.6% | -2.4% | +25.0% | +23.7% |
| 3M | +55.2% | -2.5% | +57.7% | +56.4% |
| 6M | +93.8% | +4.0% | +89.8% | +88.6% |
| YTD | +139.5% | +9.3% | +130.2% | +127.1% |
| 1Y | +115.3% | +5.6% | +109.7% | +107.8% |
| 3Y | +98.8% | +31.3% | +67.5% | +67.0% |
| All | +98.8% | +31.2% | +67.6% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling