+252.4%
DINO vs XME
+108.0%
+144.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.7% |
| 7D | +5.7% | +0.3% | +5.4% | +5.5% |
| 30D | -19.6% | -6.1% | -13.4% | -17.8% |
| 3M | +11.8% | -18.6% | +30.4% | +20.4% |
| 6M | +49.0% | -23.9% | +72.9% | +63.2% |
| YTD | +128.1% | -9.3% | +137.5% | +124.8% |
| 1Y | +96.3% | +1.8% | +94.5% | +81.2% |
| 3Y | +113.8% | +93.0% | +20.8% | +35.5% |
| All | +252.4% | +108.0% | +144.4% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling