+333.0%
DINO vs IVZ
+57.9%
+275.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +1.5% | -2.4% | +3.9% | +2.2% |
| 30D | +25.9% | +2.5% | +23.4% | +24.8% |
| 3M | +53.2% | +17.1% | +36.1% | +44.4% |
| 6M | +105.5% | +35.1% | +70.3% | +82.6% |
| YTD | +139.2% | +24.3% | +114.9% | +117.8% |
| 1Y | +117.4% | +48.7% | +68.7% | +83.8% |
| 3Y | +99.3% | +135.6% | -36.3% | +36.7% |
| 5Y | +333.0% | +60.3% | +272.7% | +238.4% |
| All | +333.0% | +57.9% | +275.1% | +238.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling