+428.8%
DINO vs IWD
+203.8%
+225.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -12.9% | +1.6% | -14.4% | -14.8% |
| 30D | -18.6% | +3.6% | -22.2% | -22.5% |
| 3M | +16.6% | +2.0% | +14.6% | +13.0% |
| 6M | +38.2% | +13.1% | +25.1% | +16.4% |
| YTD | +119.3% | +26.2% | +93.1% | +58.2% |
| 1Y | +84.3% | +29.6% | +54.7% | +28.1% |
| 3Y | +107.1% | +84.3% | +22.8% | -9.8% |
| 5Y | +249.9% | +73.4% | +176.5% | +63.9% |
| 10Y | +428.8% | +202.4% | +226.3% | +1.7% |
| All | +428.8% | +203.8% | +225.0% | +1.7% |
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