+93.1%
EXPE vs DINO
+319.5%
-226.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -8.7% | +1.5% | -10.1% | -9.0% |
| 30D | -13.6% | +25.9% | -39.6% | -18.2% |
| 3M | +26.6% | +53.2% | -26.5% | +13.8% |
| 6M | +19.9% | +105.5% | -85.5% | -1.3% |
| YTD | -1.7% | +139.2% | -141.0% | -23.4% |
| 1Y | +29.4% | +117.4% | -87.9% | +3.5% |
| 3Y | +155.7% | +99.3% | +56.4% | +98.3% |
| 5Y | +93.1% | +333.0% | -239.9% | +11.1% |
| All | +93.1% | +319.5% | -226.4% | +11.1% |
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