+117.4%
DINO vs IBN
-8.6%
+126.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.5% |
| 7D | +1.5% | -5.5% | +7.0% | 0.0% |
| 30D | +25.9% | -3.4% | +29.3% | +24.8% |
| 3M | +53.2% | +8.7% | +44.5% | +57.2% |
| 6M | +105.5% | +3.7% | +101.7% | +112.2% |
| YTD | +139.2% | -2.4% | +141.6% | +147.0% |
| 1Y | +117.4% | -8.1% | +125.5% | +124.3% |
| All | +117.4% | -8.6% | +126.0% | +124.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling