+113.8%
DINO vs IVZ
+152.3%
-38.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.3% | -0.6% |
| 7D | +5.7% | +7.6% | -1.9% | +3.6% |
| 30D | -19.6% | +4.3% | -23.9% | -20.7% |
| 3M | +11.8% | -9.3% | +21.1% | +14.4% |
| 6M | +49.0% | +5.2% | +43.7% | +44.9% |
| YTD | +128.1% | +13.4% | +114.7% | +114.2% |
| 1Y | +96.3% | +25.4% | +70.9% | +76.6% |
| 3Y | +113.8% | +152.5% | -38.7% | +37.7% |
| All | +113.8% | +152.3% | -38.5% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling