+474.3%
DINO vs IBN
+316.4%
+157.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +1.5% | -5.5% | +7.0% | +3.7% |
| 30D | +25.9% | -3.4% | +29.3% | +27.5% |
| 3M | +53.2% | +8.7% | +44.5% | +47.8% |
| 6M | +105.5% | +3.7% | +101.7% | +100.1% |
| YTD | +139.2% | -2.4% | +141.6% | +138.1% |
| 1Y | +117.4% | -8.1% | +125.5% | +121.4% |
| 3Y | +99.3% | +26.3% | +73.0% | +73.2% |
| 5Y | +333.0% | +54.9% | +278.1% | +236.4% |
| All | +474.3% | +316.4% | +157.9% | +203.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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