+328.7%
DINO vs IBN
+54.0%
+274.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.2% |
| 7D | +2.0% | -5.1% | +7.1% | +3.1% |
| 30D | +27.7% | -3.5% | +31.2% | +28.6% |
| 3M | +56.3% | +11.3% | +45.0% | +52.3% |
| 6M | +107.6% | +4.4% | +103.1% | +104.7% |
| YTD | +140.2% | -1.8% | +142.0% | +140.6% |
| 1Y | +113.0% | -8.0% | +121.0% | +117.2% |
| 3Y | +100.1% | +27.1% | +73.0% | +80.6% |
| 5Y | +328.7% | +54.5% | +274.2% | +256.7% |
| All | +328.7% | +54.0% | +274.7% | +256.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling