+475.0%
DINO vs IVZ
+65.9%
+409.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +2.3% | -2.4% | +4.7% | +3.4% |
| 30D | +22.6% | +3.0% | +19.6% | +20.8% |
| 3M | +55.2% | +14.9% | +40.4% | +44.0% |
| 6M | +93.8% | +36.7% | +57.0% | +62.9% |
| YTD | +139.5% | +25.7% | +113.8% | +108.0% |
| 1Y | +115.3% | +47.7% | +67.6% | +71.2% |
| 3Y | +98.8% | +138.8% | -40.0% | +18.1% |
| 5Y | +333.5% | +62.1% | +271.4% | +199.7% |
| All | +475.0% | +65.9% | +409.1% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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