+302.4%
MXL vs DINO
+492.4%
-190.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +18.9% | +2.3% | +16.6% | +17.9% |
| 30D | +0.3% | +22.6% | -22.3% | -6.9% |
| 3M | -8.0% | +55.2% | -63.3% | -22.2% |
| 6M | +341.2% | +93.8% | +247.5% | +245.5% |
| YTD | +327.8% | +139.5% | +188.3% | +208.9% |
| 1Y | +364.9% | +115.3% | +249.6% | +247.7% |
| 3Y | +229.2% | +98.8% | +130.4% | +145.4% |
| 5Y | +42.8% | +333.5% | -290.7% | -20.2% |
| All | +302.4% | +492.4% | -190.0% | +115.3% |
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