+45.6%
XEL vs DINO
+97.6%
-52.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -0.3% | +2.3% | -2.6% | -0.3% |
| 30D | -3.9% | +22.6% | -26.6% | -4.3% |
| 3M | -2.8% | +55.2% | -58.0% | -3.7% |
| 6M | -5.4% | +93.8% | -99.2% | -6.9% |
| YTD | +3.8% | +139.5% | -135.8% | +1.2% |
| 1Y | +6.8% | +115.3% | -108.5% | +4.6% |
| 3Y | +45.6% | +98.8% | -53.2% | +36.4% |
| All | +45.6% | +97.6% | -52.0% | +36.4% |
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