+1,133.0%
DINO vs XHB
+172.3%
+960.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | +5.7% | -0.2% | +5.9% | +5.8% |
| 30D | -19.6% | +9.9% | -29.5% | -24.3% |
| 3M | +11.8% | -6.3% | +18.1% | +14.4% |
| 6M | +49.0% | +3.8% | +45.1% | +41.3% |
| YTD | +128.1% | +0.1% | +128.0% | +116.9% |
| 1Y | +96.3% | -0.8% | +97.1% | +87.1% |
| 3Y | +113.8% | +35.6% | +78.2% | +65.4% |
| 5Y | +252.7% | +29.6% | +223.1% | +168.2% |
| 10Y | +451.4% | +237.5% | +213.9% | +131.1% |
| All | +1,133.0% | +172.3% | +960.7% | +312.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling