+317.4%
DINO vs IQV
-0.1%
+317.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | +2.3% | -2.2% | +4.5% | +2.6% |
| 30D | +22.6% | +8.3% | +14.3% | +21.0% |
| 3M | +55.2% | +44.6% | +10.7% | +44.9% |
| 6M | +93.8% | +52.6% | +41.2% | +78.2% |
| YTD | +139.5% | +16.1% | +123.4% | +131.4% |
| 1Y | +115.3% | +37.3% | +78.0% | +99.3% |
| 3Y | +98.8% | +21.6% | +77.2% | +83.7% |
| All | +317.4% | -0.1% | +317.5% | +282.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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