+6,397.3%
DINO vs IAG
+377.5%
+6,019.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | +5.7% | -0.5% | +6.3% | +5.7% |
| 30D | +27.8% | +28.9% | -1.1% | +23.5% |
| 3M | +45.6% | +19.1% | +26.5% | +41.3% |
| 6M | +88.5% | -10.3% | +98.7% | +87.7% |
| YTD | +134.1% | +24.2% | +109.9% | +121.9% |
| 1Y | +111.1% | +116.5% | -5.4% | +84.7% |
| 3Y | +109.1% | +742.8% | -633.7% | +45.9% |
| 5Y | +307.2% | +753.3% | -446.2% | +168.8% |
| 10Y | +495.9% | +403.2% | +92.7% | +275.6% |
| All | +6,397.3% | +377.5% | +6,019.8% | +2,850.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling