+20.7%
XLK vs DINO
+105.4%
-84.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.8% | +7.7% | -0.2% |
| 7D | -7.6% | -6.6% | -1.0% | -7.7% |
| 30D | -12.2% | -9.2% | -2.9% | -12.3% |
| 3M | -5.5% | +19.2% | -24.7% | -5.1% |
| 6M | +9.2% | +47.6% | -38.4% | +10.4% |
| YTD | +23.0% | +132.2% | -109.2% | +24.4% |
| 1Y | +20.7% | +102.0% | -81.3% | +24.3% |
| All | +20.7% | +105.4% | -84.7% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling