+475.0%
DINO vs XME
+421.4%
+53.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.7% |
| 7D | +2.3% | -4.2% | +6.5% | +4.8% |
| 30D | +22.6% | -2.7% | +25.3% | +24.1% |
| 3M | +55.2% | -3.9% | +59.2% | +56.5% |
| 6M | +93.8% | -1.0% | +94.7% | +87.2% |
| YTD | +139.5% | +9.8% | +129.7% | +113.4% |
| 1Y | +115.3% | +32.5% | +82.8% | +66.3% |
| 3Y | +98.8% | +124.3% | -25.5% | +5.2% |
| 5Y | +333.5% | +165.8% | +167.7% | +91.0% |
| All | +475.0% | +421.4% | +53.6% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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