+1,121.2%
DINO vs XHB
+175.0%
+946.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -2.7% | -4.1% | +1.4% | -0.4% |
| 30D | -17.2% | +9.6% | -26.9% | -22.0% |
| 3M | +18.9% | -6.0% | +24.9% | +21.5% |
| 6M | +40.6% | +2.2% | +38.4% | +34.7% |
| YTD | +125.9% | +1.1% | +124.8% | +113.7% |
| 1Y | +90.9% | -1.7% | +92.7% | +83.1% |
| 3Y | +113.4% | +36.5% | +76.9% | +64.5% |
| 5Y | +258.3% | +33.5% | +224.9% | +167.8% |
| 10Y | +446.1% | +240.9% | +205.2% | +127.7% |
| All | +1,121.2% | +175.0% | +946.2% | +305.9% |
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 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