+432.4%
DINO vs XHB
+237.3%
+195.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | +5.7% | -0.2% | +5.9% | +5.8% |
| 30D | -19.6% | +9.9% | -29.5% | -23.9% |
| 3M | +11.8% | -6.3% | +18.1% | +14.4% |
| 6M | +49.0% | +3.8% | +45.1% | +41.7% |
| YTD | +128.1% | +0.1% | +128.0% | +117.4% |
| 1Y | +96.3% | -0.8% | +97.1% | +87.6% |
| 3Y | +113.8% | +35.6% | +78.2% | +64.0% |
| 5Y | +252.7% | +29.6% | +223.1% | +169.8% |
| All | +432.4% | +237.3% | +195.0% | +83.4% |
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