+432.4%
DINO vs IAG
+389.3%
+43.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | 0.0% |
| 7D | +5.7% | -7.7% | +13.4% | +6.0% |
| 30D | -19.6% | +1.6% | -21.1% | -19.7% |
| 3M | +11.8% | -2.4% | +14.2% | +11.6% |
| 6M | +49.0% | -7.8% | +56.8% | +48.8% |
| YTD | +128.1% | +5.0% | +123.1% | +124.5% |
| 1Y | +96.3% | +25.7% | +70.6% | +90.9% |
| 3Y | +113.8% | +694.5% | -580.7% | +80.0% |
| 5Y | +252.7% | +421.7% | -169.0% | +193.5% |
| All | +432.4% | +389.3% | +43.1% | +342.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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