+1,477.5%
XLK vs DINO
+30,355.1%
-28,877.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.3% | +2.0% | +0.4% | +2.0% |
| 30D | +0.8% | +27.7% | -26.8% | -3.4% |
| 3M | +4.1% | +56.3% | -52.2% | -4.1% |
| 6M | +34.8% | +107.6% | -72.8% | +17.8% |
| YTD | +30.8% | +140.2% | -109.4% | +10.9% |
| 1Y | +42.4% | +113.0% | -70.6% | +23.0% |
| 3Y | +121.8% | +100.1% | +21.7% | +90.4% |
| 5Y | +146.6% | +328.7% | -182.1% | +80.4% |
| 10Y | +804.3% | +489.2% | +315.1% | +478.1% |
| All | +1,477.5% | +30,355.1% | -28,877.5% | +526.8% |
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