+21.3%
EXC vs DINO
+106.4%
-85.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.0% | +0.7% |
| 7D | +1.2% | +4.2% | -2.9% | +1.2% |
| 30D | -2.7% | +33.9% | -36.6% | -2.7% |
| 3M | -1.0% | +50.5% | -51.5% | -1.0% |
| 6M | -9.3% | +95.2% | -104.4% | -9.6% |
| YTD | +3.6% | +140.6% | -136.9% | +2.8% |
| 1Y | +5.9% | +119.0% | -113.0% | +5.3% |
| 3Y | +21.3% | +100.4% | -79.1% | +18.8% |
| All | +21.3% | +106.4% | -85.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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