+100.4%
DINO vs IBB
+64.8%
+35.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +4.9% | +3.2% |
| 7D | +4.2% | -1.7% | +5.8% | +4.5% |
| 30D | +33.9% | +4.9% | +29.0% | +32.2% |
| 3M | +50.5% | +24.2% | +26.3% | +41.8% |
| 6M | +95.2% | +23.8% | +71.3% | +82.4% |
| YTD | +140.6% | +23.0% | +117.6% | +124.5% |
| 1Y | +119.0% | +46.2% | +72.8% | +86.7% |
| 3Y | +100.4% | +64.8% | +35.6% | +53.8% |
| All | +100.4% | +64.8% | +35.6% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling