+334.7%
DINO vs XME
+178.1%
+156.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.1% |
| 7D | +2.0% | -0.2% | +2.2% | +2.1% |
| 30D | +27.7% | +1.4% | +26.3% | +26.6% |
| 3M | +56.3% | +2.7% | +53.6% | +53.0% |
| 6M | +107.6% | +6.5% | +101.0% | +96.6% |
| YTD | +140.2% | +15.2% | +125.0% | +116.0% |
| 1Y | +113.0% | +43.5% | +69.5% | +67.5% |
| 3Y | +100.1% | +135.9% | -35.8% | +17.7% |
| All | +334.7% | +178.1% | +156.6% | +122.5% |
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