+489.2%
DINO vs IBB
+122.2%
+366.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.3% |
| 7D | +2.0% | -3.9% | +5.8% | +3.9% |
| 30D | +27.7% | +2.7% | +24.9% | +25.6% |
| 3M | +56.3% | +21.4% | +34.9% | +41.0% |
| 6M | +107.6% | +20.1% | +87.5% | +86.4% |
| YTD | +140.2% | +21.9% | +118.3% | +112.9% |
| 1Y | +113.0% | +44.1% | +68.9% | +71.4% |
| 3Y | +100.1% | +63.4% | +36.7% | +48.1% |
| 5Y | +328.7% | +19.8% | +309.0% | +276.1% |
| 10Y | +489.2% | +127.0% | +362.2% | +218.9% |
| All | +489.2% | +122.2% | +366.9% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling