+229.2%
MXL vs DINO
+97.6%
+131.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +18.9% | +2.3% | +16.6% | +17.6% |
| 30D | +0.3% | +22.6% | -22.3% | -9.2% |
| 3M | -8.0% | +55.2% | -63.3% | -26.8% |
| 6M | +341.2% | +93.8% | +247.5% | +216.3% |
| YTD | +327.8% | +139.5% | +188.3% | +174.1% |
| 1Y | +364.9% | +115.3% | +249.6% | +212.9% |
| 3Y | +229.2% | +98.8% | +130.4% | +91.2% |
| All | +229.2% | +97.6% | +131.6% | +91.2% |
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