+509.9%
DINO vs XYL
+389.9%
+120.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +5.7% | -3.7% | +9.4% | +7.6% |
| 30D | -19.6% | -8.3% | -11.2% | -16.8% |
| 3M | +11.8% | -21.4% | +33.2% | +24.2% |
| 6M | +49.0% | -12.9% | +61.9% | +55.9% |
| YTD | +128.1% | -30.1% | +158.2% | +163.1% |
| 1Y | +96.3% | -35.2% | +131.5% | +135.2% |
| 3Y | +113.8% | -0.8% | +114.6% | +102.3% |
| 5Y | +252.7% | -23.2% | +275.9% | +269.5% |
| 10Y | +451.4% | +101.2% | +350.2% | +249.9% |
| All | +509.9% | +389.9% | +120.0% | +178.3% |
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