+432.4%
DINO vs IBN
+385.6%
+46.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | -0.1% |
| 7D | +5.7% | +1.9% | +3.8% | +4.9% |
| 30D | -19.6% | +22.1% | -41.7% | -25.9% |
| 3M | +11.8% | +17.1% | -5.3% | +4.6% |
| 6M | +49.0% | +35.5% | +13.4% | +30.9% |
| YTD | +128.1% | +16.8% | +111.3% | +110.8% |
| 1Y | +96.3% | +12.4% | +83.9% | +84.4% |
| 3Y | +113.8% | +58.0% | +55.7% | +69.2% |
| 5Y | +252.7% | +73.7% | +179.0% | +162.6% |
| All | +432.4% | +385.6% | +46.8% | +176.7% |
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