+475.0%
DINO vs XHB
+215.4%
+259.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.7% |
| 7D | +2.3% | -4.6% | +6.9% | +4.8% |
| 30D | +22.6% | -9.1% | +31.8% | +28.6% |
| 3M | +55.2% | -8.6% | +63.8% | +60.5% |
| 6M | +93.8% | -4.0% | +97.8% | +91.1% |
| YTD | +139.5% | -3.9% | +143.5% | +135.2% |
| 1Y | +115.3% | -16.5% | +131.8% | +128.5% |
| 3Y | +98.8% | +22.6% | +76.2% | +62.4% |
| 5Y | +333.5% | +33.9% | +299.5% | +221.9% |
| All | +475.0% | +215.4% | +259.6% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling