+149.7%
XBI vs DINO
+492.4%
-342.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | +2.3% | -7.0% | -5.1% |
| 30D | -2.0% | +22.6% | -24.6% | -5.8% |
| 3M | +17.8% | +55.2% | -37.4% | +8.0% |
| 6M | +23.7% | +93.8% | -70.0% | +7.9% |
| YTD | +28.2% | +139.5% | -111.3% | +6.4% |
| 1Y | +64.0% | +115.3% | -51.3% | +38.6% |
| 3Y | +99.4% | +98.8% | +0.6% | +67.5% |
| 5Y | +19.3% | +333.5% | -314.1% | -18.1% |
| All | +149.7% | +492.4% | -342.7% | +44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling