+47.9%
XBI vs DINO
+105.4%
-57.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -7.8% | +10.4% | +1.4% |
| 7D | +1.0% | -6.6% | +7.6% | 0.0% |
| 30D | +1.9% | -9.2% | +11.1% | +0.4% |
| 3M | +4.8% | +19.2% | -14.5% | +7.8% |
| 6M | +19.3% | +47.6% | -28.3% | +27.4% |
| YTD | +30.6% | +132.2% | -101.6% | +44.7% |
| 1Y | +47.9% | +102.0% | -54.1% | +67.4% |
| All | +47.9% | +105.4% | -57.5% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1y: compounded portfolio wealth divided by compounded DINO 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…
1y analysis · Full analysis span regression · 6 months rolling