+102.0%
DINO vs IWD
+33.0%
+68.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.6% | -10.4% | -7.0% |
| 7D | -6.6% | +2.5% | -9.1% | -5.9% |
| 30D | -9.2% | +6.0% | -15.2% | -8.3% |
| 3M | +19.2% | +3.8% | +15.5% | +20.3% |
| 6M | +47.6% | +16.3% | +31.2% | +49.7% |
| YTD | +132.2% | +27.5% | +104.8% | +127.3% |
| 1Y | +102.0% | +32.8% | +69.2% | +93.5% |
| All | +102.0% | +33.0% | +68.9% | +93.5% |
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