+20,198.0%
DINO vs IBB
+560.8%
+19,637.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | +5.7% | +1.4% | +4.3% | +5.0% |
| 30D | +27.8% | +10.5% | +17.3% | +21.2% |
| 3M | +45.6% | +23.6% | +22.0% | +30.0% |
| 6M | +88.5% | +22.6% | +65.8% | +67.0% |
| YTD | +134.1% | +25.7% | +108.4% | +104.2% |
| 1Y | +111.1% | +51.4% | +59.7% | +66.5% |
| 3Y | +109.1% | +64.4% | +44.7% | +56.3% |
| 5Y | +307.2% | +22.1% | +285.0% | +247.4% |
| 10Y | +495.9% | +132.5% | +363.5% | +254.7% |
| All | +20,198.0% | +560.8% | +19,637.2% | +5,514.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling