+732.4%
EXPE vs DINO
+1,717.5%
-985.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +1.5% |
| 7D | -17.8% | -2.7% | -15.0% | -16.9% |
| 30D | -3.2% | -17.2% | +14.0% | +1.8% |
| 3M | -19.0% | +18.9% | -37.9% | -23.8% |
| 6M | +17.7% | +40.6% | -22.9% | +4.4% |
| YTD | -7.8% | +125.9% | -133.7% | -30.3% |
| 1Y | -1.4% | +90.9% | -92.3% | -21.7% |
| 3Y | +121.9% | +113.4% | +8.6% | +65.8% |
| 5Y | +44.3% | +258.3% | -214.1% | -11.8% |
| 10Y | +125.4% | +446.1% | -320.7% | +8.4% |
| All | +732.4% | +1,717.5% | -985.1% | +136.7% |
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