+910.3%
XBI vs DINO
+1,219.2%
-308.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -4.6% | +1.5% | -6.1% | -4.9% |
| 30D | -0.8% | +25.9% | -26.7% | -5.7% |
| 3M | +21.8% | +53.2% | -31.3% | +10.6% |
| 6M | +23.2% | +105.5% | -82.3% | +4.0% |
| YTD | +28.7% | +139.2% | -110.5% | +4.3% |
| 1Y | +67.8% | +117.4% | -49.6% | +38.5% |
| 3Y | +100.6% | +99.3% | +1.4% | +65.1% |
| 5Y | +19.8% | +333.0% | -313.2% | -20.4% |
| 10Y | +159.7% | +486.9% | -327.1% | +44.3% |
| All | +910.3% | +1,219.2% | -308.9% | +297.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling