+40,814.7%
DINO vs IWD
+726.5%
+40,088.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | +0.1% |
| 7D | +5.7% | -0.3% | +6.0% | +6.0% |
| 30D | +27.8% | +0.6% | +27.2% | +26.9% |
| 3M | +45.6% | +7.2% | +38.4% | +33.9% |
| 6M | +88.5% | +16.2% | +72.3% | +56.6% |
| YTD | +134.1% | +23.3% | +110.8% | +81.7% |
| 1Y | +111.1% | +29.6% | +81.5% | +54.6% |
| 3Y | +109.1% | +70.5% | +38.6% | +12.9% |
| 5Y | +307.2% | +73.5% | +233.7% | +115.0% |
| 10Y | +495.9% | +198.3% | +297.6% | +86.2% |
| All | +40,814.7% | +726.5% | +40,088.2% | +5,764.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling