+35.5%
XLV vs DINO
+326.7%
-291.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +2.3% | -5.9% | -3.7% |
| 30D | -1.8% | +22.6% | -24.5% | -3.0% |
| 3M | +7.8% | +55.2% | -47.4% | +5.0% |
| 6M | +9.1% | +93.8% | -84.7% | +4.6% |
| YTD | +7.7% | +139.5% | -131.8% | +1.4% |
| 1Y | +20.4% | +115.3% | -94.9% | +14.2% |
| 3Y | +30.8% | +98.8% | -68.0% | +22.5% |
| All | +35.5% | +326.7% | -291.2% | +24.7% |
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 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