+324.6%
DINO vs IBB
+20.0%
+304.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +4.9% | +3.3% |
| 7D | +4.2% | -1.7% | +5.8% | +4.6% |
| 30D | +33.9% | +4.9% | +29.0% | +32.0% |
| 3M | +50.5% | +24.2% | +26.3% | +41.1% |
| 6M | +95.2% | +23.8% | +71.3% | +81.9% |
| YTD | +140.6% | +23.0% | +117.6% | +124.1% |
| 1Y | +119.0% | +46.2% | +72.8% | +90.3% |
| 3Y | +100.4% | +64.8% | +35.6% | +65.0% |
| 5Y | +324.6% | +20.9% | +303.7% | +266.6% |
| All | +324.6% | +20.0% | +304.6% | +266.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling