+153.4%
EXE vs DINO
+292.9%
-139.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +5.3% | +5.7% | -0.4% | +3.5% |
| 30D | -2.2% | -19.6% | +17.4% | +4.3% |
| 3M | -5.9% | +11.8% | -17.7% | -9.8% |
| 6M | -5.7% | +49.0% | -54.7% | -18.2% |
| YTD | -17.8% | +128.1% | -146.0% | -39.0% |
| 1Y | -23.1% | +96.3% | -119.4% | -39.9% |
| 3Y | +21.2% | +113.8% | -92.6% | -10.7% |
| 5Y | +78.8% | +252.7% | -173.9% | +10.6% |
| All | +153.4% | +292.9% | -139.4% | +49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling