+543.2%
DINO vs XYL
+466.0%
+77.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.2% | +1.3% |
| 7D | +4.2% | +1.8% | +2.4% | +3.3% |
| 30D | +33.9% | -9.2% | +43.1% | +40.0% |
| 3M | +50.5% | -0.3% | +50.8% | +49.1% |
| 6M | +95.2% | -11.0% | +106.1% | +102.9% |
| YTD | +140.6% | -19.2% | +159.8% | +161.3% |
| 1Y | +119.0% | -21.2% | +140.2% | +140.3% |
| 3Y | +100.4% | +18.6% | +81.8% | +75.0% |
| 5Y | +324.6% | -14.3% | +338.9% | +325.7% |
| 10Y | +485.3% | +141.0% | +344.3% | +244.6% |
| All | +543.2% | +466.0% | +77.2% | +176.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling