+38,621.7%
DINO vs IWD
+745.6%
+37,876.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +0.4% |
| 7D | -10.7% | +1.3% | -11.9% | -12.1% |
| 30D | -17.8% | +3.6% | -21.3% | -21.2% |
| 3M | +23.3% | +2.3% | +21.0% | +19.6% |
| 6M | +39.6% | +13.0% | +26.5% | +20.2% |
| YTD | +121.6% | +26.2% | +95.4% | +66.9% |
| 1Y | +88.2% | +30.5% | +57.8% | +36.2% |
| 3Y | +114.4% | +86.2% | +28.2% | +4.2% |
| 5Y | +248.7% | +72.9% | +175.8% | +83.9% |
| 10Y | +430.9% | +205.0% | +225.8% | +60.8% |
| All | +38,621.7% | +745.6% | +37,876.2% | +5,285.6% |
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