+28.4%
XLY vs DINO
+326.7%
-298.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -1.7% | +2.3% | -4.0% | -2.0% |
| 30D | -4.2% | +22.6% | -26.8% | -7.0% |
| 3M | -2.7% | +55.2% | -57.9% | -9.1% |
| 6M | -0.6% | +93.8% | -94.4% | -11.0% |
| YTD | -5.0% | +139.5% | -144.5% | -18.6% |
| 1Y | -4.1% | +115.3% | -119.4% | -16.3% |
| 3Y | +33.6% | +98.8% | -65.2% | +13.6% |
| All | +28.4% | +326.7% | -298.3% | -5.3% |
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 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