+945.7%
DINO vs XME
+170.7%
+775.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.0% |
| 7D | +5.7% | +0.3% | +5.4% | +5.4% |
| 30D | -19.6% | -6.1% | -13.4% | -17.0% |
| 3M | +11.8% | -18.6% | +30.4% | +24.8% |
| 6M | +49.0% | -23.9% | +72.9% | +69.1% |
| YTD | +128.1% | -9.3% | +137.5% | +126.3% |
| 1Y | +96.3% | +1.8% | +94.5% | +80.0% |
| 3Y | +113.8% | +93.0% | +20.8% | +26.8% |
| 5Y | +252.7% | +107.0% | +145.7% | +90.7% |
| 10Y | +451.4% | +266.9% | +184.5% | +99.4% |
| All | +945.7% | +170.7% | +775.0% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling