+113.8%
DINO vs IWF
+65.9%
+47.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | +5.7% | +2.8% | +2.9% | +4.6% |
| 30D | -19.6% | -7.5% | -12.0% | -17.3% |
| 3M | +11.8% | -8.5% | +20.3% | +15.2% |
| 6M | +49.0% | -7.4% | +56.4% | +52.3% |
| YTD | +128.1% | -2.6% | +130.8% | +127.8% |
| 1Y | +96.3% | -1.8% | +98.1% | +94.9% |
| 3Y | +113.8% | +65.5% | +48.3% | +56.5% |
| All | +113.8% | +65.9% | +47.9% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 3y: compounded portfolio wealth divided by compounded IWF 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…
3y analysis · Full analysis span regression · 6 months rolling