+475.0%
DINO vs XYL
+150.5%
+324.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +2.3% | +1.2% | +1.1% | +1.7% |
| 30D | +22.6% | -11.9% | +34.6% | +30.8% |
| 3M | +55.2% | -1.5% | +56.8% | +54.8% |
| 6M | +93.8% | -11.9% | +105.7% | +103.2% |
| YTD | +139.5% | -20.6% | +160.1% | +164.4% |
| 1Y | +115.3% | -23.5% | +138.8% | +142.3% |
| 3Y | +98.8% | +14.9% | +83.9% | +72.7% |
| 5Y | +333.5% | -15.3% | +348.8% | +340.3% |
| All | +475.0% | +150.5% | +324.5% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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