+111.1%
DINO vs IWD
+30.5%
+80.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | +5.7% | -0.3% | +6.0% | +5.7% |
| 30D | +27.8% | +0.6% | +27.2% | +27.8% |
| 3M | +45.6% | +7.2% | +38.4% | +44.6% |
| 6M | +88.5% | +16.2% | +72.3% | +86.6% |
| YTD | +134.1% | +23.3% | +110.8% | +118.9% |
| 1Y | +111.1% | +29.6% | +81.5% | +88.5% |
| All | +111.1% | +30.5% | +80.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling