+19,110.1%
DINO vs IBB
+584.7%
+18,525.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +1.3% |
| 7D | -10.7% | +2.7% | -13.4% | -11.9% |
| 30D | -17.8% | +6.3% | -24.1% | -20.5% |
| 3M | +23.3% | +11.1% | +12.2% | +15.9% |
| 6M | +39.6% | +29.2% | +10.3% | +20.7% |
| YTD | +121.6% | +30.2% | +91.3% | +88.7% |
| 1Y | +88.2% | +39.5% | +48.7% | +54.4% |
| 3Y | +114.4% | +92.3% | +22.1% | +47.1% |
| 5Y | +248.7% | +43.0% | +205.7% | +172.5% |
| 10Y | +430.9% | +137.1% | +293.8% | +210.6% |
| All | +19,110.1% | +584.7% | +18,525.4% | +5,086.4% |
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