+333.0%
DINO vs XHB
+30.4%
+302.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.3% |
| 7D | +1.5% | -5.2% | +6.7% | +3.0% |
| 30D | +25.9% | -12.1% | +38.1% | +30.6% |
| 3M | +53.2% | -6.2% | +59.4% | +54.6% |
| 6M | +105.5% | -6.7% | +112.2% | +105.6% |
| YTD | +139.2% | -5.5% | +144.7% | +137.7% |
| 1Y | +117.4% | -15.6% | +133.0% | +125.6% |
| 3Y | +99.3% | +22.0% | +77.3% | +78.2% |
| 5Y | +333.0% | +31.8% | +301.2% | +264.9% |
| All | +333.0% | +30.4% | +302.6% | +264.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling