+252.4%
DINO vs IWF
+55.4%
+197.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | +5.7% | +2.8% | +2.9% | +4.6% |
| 30D | -19.6% | -7.5% | -12.0% | -17.1% |
| 3M | +11.8% | -8.5% | +20.3% | +15.5% |
| 6M | +49.0% | -7.4% | +56.4% | +52.6% |
| YTD | +128.1% | -2.6% | +130.8% | +127.8% |
| 1Y | +96.3% | -1.8% | +98.1% | +95.1% |
| 3Y | +113.8% | +65.5% | +48.3% | +66.0% |
| All | +252.4% | +55.4% | +197.0% | +180.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling