+243.9%
DINO vs IBB
+37.5%
+206.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | -15.5% | -1.8% | -13.7% | -15.1% |
| 30D | -16.0% | +5.1% | -21.0% | -17.0% |
| 3M | +17.9% | +10.7% | +7.2% | +14.4% |
| 6M | +38.5% | +22.9% | +15.6% | +30.1% |
| YTD | +115.8% | +26.7% | +89.1% | +99.1% |
| 1Y | +87.1% | +35.1% | +52.0% | +68.2% |
| 3Y | +96.5% | +80.2% | +16.3% | +57.3% |
| All | +243.9% | +37.5% | +206.5% | +178.6% |
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