+119.0%
DINO vs IWD
+28.8%
+90.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.8% |
| 7D | +4.2% | -0.2% | +4.3% | +4.2% |
| 30D | +33.9% | -0.8% | +34.7% | +33.9% |
| 3M | +50.5% | +8.0% | +42.5% | +49.1% |
| 6M | +95.2% | +18.2% | +77.0% | +89.1% |
| YTD | +140.6% | +22.3% | +118.2% | +125.2% |
| 1Y | +119.0% | +28.9% | +90.1% | +96.1% |
| All | +119.0% | +28.8% | +90.2% | +96.1% |
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