+153.5%
EXPE vs DINO
+106.4%
+47.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.8% | -10.6% | -8.3% |
| 7D | -9.8% | +4.2% | -13.9% | -10.4% |
| 30D | -11.5% | +33.9% | -45.4% | -15.8% |
| 3M | +21.7% | +50.5% | -28.8% | +12.8% |
| 6M | +10.4% | +95.2% | -84.8% | -4.4% |
| YTD | -2.5% | +140.6% | -143.1% | -21.1% |
| 1Y | +27.3% | +119.0% | -91.6% | +5.6% |
| 3Y | +153.5% | +100.4% | +53.1% | +81.4% |
| All | +153.5% | +106.4% | +47.1% | +81.4% |
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 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