+99.3%
DINO vs IAG
+817.0%
-717.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.1% |
| 7D | +2.0% | +1.7% | +0.3% | +2.0% |
| 30D | +27.7% | +11.4% | +16.2% | +27.7% |
| 3M | +56.3% | +33.0% | +23.3% | +56.2% |
| 6M | +107.6% | -6.0% | +113.5% | +109.4% |
| YTD | +140.2% | +24.6% | +115.6% | +138.3% |
| 1Y | +113.0% | +105.0% | +8.0% | +105.5% |
| All | +99.3% | +817.0% | -717.6% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling