+18,613.2%
DINO vs IBB
+566.2%
+18,047.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.5% |
| 7D | -15.5% | -1.8% | -13.7% | -14.8% |
| 30D | -16.0% | +5.1% | -21.0% | -18.3% |
| 3M | +17.9% | +10.7% | +7.2% | +11.0% |
| 6M | +38.5% | +22.9% | +15.6% | +22.8% |
| YTD | +115.8% | +26.7% | +89.1% | +86.3% |
| 1Y | +87.1% | +35.1% | +52.0% | +55.9% |
| 3Y | +96.5% | +80.2% | +16.3% | +39.3% |
| 5Y | +249.9% | +37.8% | +212.0% | +178.5% |
| 10Y | +472.9% | +161.2% | +311.7% | +219.6% |
| All | +18,613.2% | +566.2% | +18,047.1% | +5,020.6% |
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 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