+101.4%
EXE vs DINO
+328.2%
-226.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.7% | +2.0% | -4.7% | -3.3% |
| 30D | -0.4% | +27.7% | -28.1% | -8.1% |
| 3M | +9.5% | +56.3% | -46.8% | -5.9% |
| 6M | -9.3% | +107.6% | -116.9% | -29.5% |
| YTD | -10.9% | +140.2% | -151.1% | -34.7% |
| 1Y | +4.3% | +113.0% | -108.7% | -20.4% |
| 3Y | +18.8% | +100.1% | -81.3% | -9.3% |
| 5Y | +101.4% | +328.7% | -227.3% | +12.6% |
| All | +101.4% | +328.2% | -226.8% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling