+115.3%
DINO vs XYL
-21.4%
+136.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +2.3% | +1.2% | +1.1% | +2.4% |
| 30D | +22.6% | -11.9% | +34.6% | +21.0% |
| 3M | +55.2% | -1.5% | +56.8% | +54.1% |
| 6M | +93.8% | -11.9% | +105.7% | +91.8% |
| YTD | +139.5% | -20.6% | +160.1% | +139.1% |
| 1Y | +115.3% | -23.5% | +138.8% | +117.1% |
| All | +115.3% | -21.4% | +136.7% | +117.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling