+99.3%
DINO vs XYL
+16.4%
+82.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +2.0% | +0.8% | +1.1% | +1.7% |
| 30D | +27.7% | -10.8% | +38.5% | +31.9% |
| 3M | +56.3% | -2.5% | +58.8% | +55.9% |
| 6M | +107.6% | -12.2% | +119.7% | +114.0% |
| YTD | +140.2% | -20.1% | +160.3% | +156.4% |
| 1Y | +113.0% | -20.6% | +133.6% | +127.4% |
| All | +99.3% | +16.4% | +82.9% | +78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling