+20.4%
XLV vs DINO
+116.3%
-95.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +2.3% | -5.9% | -3.4% |
| 30D | -1.8% | +22.6% | -24.5% | -0.6% |
| 3M | +7.8% | +55.2% | -47.4% | +10.6% |
| 6M | +9.1% | +93.8% | -84.7% | +13.2% |
| YTD | +7.7% | +139.5% | -131.8% | +11.8% |
| 1Y | +20.4% | +115.3% | -94.9% | +26.0% |
| All | +20.4% | +116.3% | -95.9% | +26.0% |
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