+152.4%
EXPE vs DINO
+494.0%
-341.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -11.5% | +2.0% | -13.5% | -12.1% |
| 30D | -13.1% | +27.7% | -40.7% | -19.2% |
| 3M | +18.1% | +56.3% | -38.1% | +2.7% |
| 6M | +13.3% | +107.6% | -94.3% | -10.6% |
| YTD | -3.2% | +140.2% | -143.4% | -27.8% |
| 1Y | +26.1% | +113.0% | -86.8% | -2.6% |
| 3Y | +151.7% | +100.1% | +51.6% | +91.4% |
| 5Y | +88.3% | +328.7% | -240.4% | +7.3% |
| All | +152.4% | +494.0% | -341.6% | +40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling