+127.7%
EXPE vs DINO
+449.5%
-321.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.5% | +5.7% | -6.2% | -2.1% |
| 30D | -6.1% | -19.6% | +13.5% | -0.4% |
| 3M | -21.3% | +11.8% | -33.1% | -24.7% |
| 6M | +19.0% | +49.0% | -30.0% | +3.3% |
| YTD | -8.4% | +128.1% | -136.5% | -31.9% |
| 1Y | -2.8% | +96.3% | -99.1% | -24.2% |
| 3Y | +120.8% | +113.8% | +7.0% | +61.7% |
| 5Y | +46.2% | +252.7% | -206.5% | -13.9% |
| All | +127.7% | +449.5% | -321.8% | +16.3% |
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 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