+148.7%
XLK vs DINO
+326.7%
-178.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.2% | +2.3% | -2.1% | -0.1% |
| 30D | -0.6% | +22.6% | -23.3% | -3.7% |
| 3M | +2.6% | +55.2% | -52.7% | -4.4% |
| 6M | +34.0% | +93.8% | -59.8% | +20.0% |
| YTD | +30.7% | +139.5% | -108.8% | +12.1% |
| 1Y | +39.2% | +115.3% | -76.1% | +21.6% |
| 3Y | +120.4% | +98.8% | +21.6% | +87.0% |
| All | +148.7% | +326.7% | -178.0% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling