+432.2%
DINO vs IWD
+202.4%
+229.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.5% |
| 7D | +5.0% | +1.7% | +3.3% | +2.8% |
| 30D | -19.9% | +3.2% | -23.1% | -23.4% |
| 3M | +16.8% | +2.3% | +14.5% | +12.8% |
| 6M | +44.8% | +12.9% | +31.9% | +22.2% |
| YTD | +128.0% | +26.2% | +101.8% | +64.5% |
| 1Y | +95.0% | +28.3% | +66.7% | +37.5% |
| 3Y | +115.4% | +84.4% | +31.0% | -6.2% |
| 5Y | +252.6% | +73.0% | +179.6% | +65.9% |
| All | +432.2% | +202.4% | +229.8% | +3.9% |
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