+415.1%
XLF vs DINO
+30,402.9%
-29,987.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.1% | -2.1% |
| 7D | +0.2% | +4.2% | -4.0% | -0.9% |
| 30D | -0.5% | +33.9% | -34.4% | -7.6% |
| 3M | +10.6% | +50.5% | -39.9% | -0.7% |
| 6M | +14.3% | +95.2% | -80.9% | -4.6% |
| YTD | +5.5% | +140.6% | -135.0% | -16.9% |
| 1Y | +9.6% | +119.0% | -109.4% | -11.9% |
| 3Y | +75.2% | +100.4% | -25.2% | +40.4% |
| 5Y | +65.5% | +324.6% | -259.1% | +5.0% |
| 10Y | +246.4% | +485.3% | -238.9% | +82.7% |
| All | +415.1% | +30,402.9% | -29,987.9% | +43.7% |
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