+96.3%
DINO vs IWD
+28.9%
+67.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.7% | +2.3% | +3.4% | +5.9% |
| 30D | -19.6% | +3.6% | -23.1% | -18.9% |
| 3M | +11.8% | +2.2% | +9.6% | +12.5% |
| 6M | +49.0% | +13.0% | +36.0% | +51.0% |
| YTD | +128.1% | +26.5% | +101.6% | +122.0% |
| 1Y | +96.3% | +30.1% | +66.2% | +88.0% |
| All | +96.3% | +28.9% | +67.4% | +88.0% |
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