+111.7%
DINO vs IRM
+109.6%
+2.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.7% |
| 7D | -2.7% | -5.3% | +2.5% | -1.7% |
| 30D | -17.2% | -2.3% | -14.9% | -16.9% |
| 3M | +18.9% | -7.4% | +26.3% | +20.5% |
| 6M | +40.6% | -12.2% | +52.8% | +43.8% |
| YTD | +125.9% | +38.6% | +87.3% | +104.3% |
| 1Y | +90.9% | +14.9% | +76.0% | +81.6% |
| All | +111.7% | +109.6% | +2.1% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 3y: compounded portfolio wealth divided by compounded IRM 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…
3y analysis · Full analysis span regression · 6 months rolling