+973.2%
DINO vs XME
+242.3%
+730.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +5.7% | -0.1% | +5.8% | +5.7% |
| 30D | +27.8% | +6.0% | +21.8% | +22.7% |
| 3M | +45.6% | -7.7% | +53.4% | +49.8% |
| 6M | +88.5% | +1.0% | +87.5% | +79.6% |
| YTD | +134.1% | +14.6% | +119.5% | +103.7% |
| 1Y | +111.1% | +46.0% | +65.2% | +54.8% |
| 3Y | +109.1% | +127.0% | -17.9% | +13.5% |
| 5Y | +307.2% | +175.8% | +131.4% | +86.2% |
| 10Y | +495.9% | +414.6% | +81.3% | +76.5% |
| All | +973.2% | +242.3% | +730.9% | +201.7% |
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