+119.9%
XRT vs DINO
+491.7%
-371.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -3.6% | +1.5% | -5.1% | -3.9% |
| 30D | -6.7% | +25.9% | -32.6% | -11.8% |
| 3M | -1.4% | +53.2% | -54.6% | -11.5% |
| 6M | +1.7% | +105.5% | -103.8% | -15.8% |
| YTD | -1.5% | +139.2% | -140.7% | -22.0% |
| 1Y | -2.5% | +117.4% | -119.9% | -21.1% |
| 3Y | +39.9% | +99.3% | -59.4% | +12.8% |
| 5Y | -2.6% | +333.0% | -335.6% | -37.7% |
| All | +119.9% | +491.7% | -371.8% | +25.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling