+20.3%
EXE vs DINO
+98.1%
-77.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.7% | +2.0% | -4.7% | -3.1% |
| 30D | -0.4% | +27.7% | -28.1% | -5.6% |
| 3M | +9.5% | +56.3% | -46.8% | -1.0% |
| 6M | -9.3% | +107.6% | -116.9% | -23.4% |
| YTD | -10.9% | +140.2% | -151.1% | -27.7% |
| 1Y | +4.3% | +113.0% | -108.7% | -12.9% |
| All | +20.3% | +98.1% | -77.9% | +2.3% |
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