+248.8%
XLF vs DINO
+492.4%
-243.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -1.5% | +2.3% | -3.8% | -2.0% |
| 30D | -1.2% | +22.6% | -23.8% | -6.1% |
| 3M | +9.2% | +55.2% | -46.1% | -2.6% |
| 6M | +16.3% | +93.8% | -77.4% | -2.6% |
| YTD | +5.4% | +139.5% | -134.1% | -17.0% |
| 1Y | +7.6% | +115.3% | -107.7% | -13.2% |
| 3Y | +74.2% | +98.8% | -24.6% | +39.6% |
| 5Y | +66.1% | +333.5% | -267.4% | +2.3% |
| All | +248.8% | +492.4% | -243.5% | +82.7% |
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 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