+1,200.2%
DINO vs XHB
+167.3%
+1,032.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.2% | +4.1% |
| 7D | +4.2% | +0.2% | +4.0% | +4.0% |
| 30D | +33.9% | -9.1% | +42.9% | +40.7% |
| 3M | +50.5% | -2.3% | +52.9% | +49.9% |
| 6M | +95.2% | -4.1% | +99.3% | +92.9% |
| YTD | +140.6% | -1.7% | +142.3% | +133.6% |
| 1Y | +119.0% | -15.1% | +134.1% | +130.0% |
| 3Y | +100.4% | +26.8% | +73.6% | +62.4% |
| 5Y | +324.6% | +37.3% | +287.2% | +214.2% |
| 10Y | +485.3% | +205.7% | +279.6% | +162.3% |
| All | +1,200.2% | +167.3% | +1,032.9% | +343.6% |
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