+20,747.0%
DINO vs IVZ
+1,117.8%
+19,629.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | +5.7% | +0.6% | +5.1% | +5.4% |
| 30D | +27.8% | +4.0% | +23.8% | +26.1% |
| 3M | +45.6% | +18.2% | +27.5% | +37.1% |
| 6M | +88.5% | +32.8% | +55.6% | +69.2% |
| YTD | +134.1% | +28.7% | +105.4% | +111.4% |
| 1Y | +111.1% | +55.4% | +55.7% | +78.4% |
| 3Y | +109.1% | +135.2% | -26.1% | +50.7% |
| 5Y | +307.2% | +64.2% | +243.0% | +221.0% |
| 10Y | +495.9% | +64.6% | +431.3% | +343.5% |
| All | +20,747.0% | +1,117.8% | +19,629.2% | +10,661.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling