+489.2%
DINO vs IWD
+195.0%
+294.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.6% |
| 7D | +2.0% | -1.2% | +3.1% | +3.5% |
| 30D | +27.7% | -1.6% | +29.3% | +30.4% |
| 3M | +56.3% | +7.0% | +49.3% | +42.3% |
| 6M | +107.6% | +17.0% | +90.6% | +66.2% |
| YTD | +140.2% | +21.6% | +118.5% | +82.3% |
| 1Y | +113.0% | +28.0% | +85.0% | +50.6% |
| 3Y | +100.1% | +70.6% | +29.5% | -3.4% |
| 5Y | +328.7% | +73.3% | +255.4% | +100.2% |
| 10Y | +489.2% | +200.5% | +288.7% | +21.7% |
| All | +489.2% | +195.0% | +294.2% | +21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling