+13.6%
XRT vs DINO
+40.2%
-26.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | +0.2% |
| 7D | -1.4% | -2.7% | +1.3% | -1.8% |
| 30D | +9.8% | -17.2% | +27.0% | +7.6% |
| 3M | +3.3% | +18.9% | -15.6% | +3.8% |
| 6M | +13.6% | +40.6% | -27.0% | +17.3% |
| All | +13.6% | +40.2% | -26.6% | +17.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling