-18.9%
EXE vs DINO
+105.4%
-124.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.8% | +4.8% | -1.5% |
| 7D | -4.7% | -6.6% | +1.9% | -3.5% |
| 30D | +1.0% | -9.2% | +10.3% | +2.6% |
| 3M | -5.6% | +19.2% | -24.9% | -8.9% |
| 6M | -12.3% | +47.6% | -59.9% | -18.6% |
| YTD | -19.5% | +132.2% | -151.7% | -32.0% |
| 1Y | -18.9% | +102.0% | -120.9% | -27.5% |
| All | -18.9% | +105.4% | -124.2% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling