+40,814.8%
DINO vs IWF
+727.1%
+40,087.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | +0.5% | +5.2% | +5.2% |
| 30D | +27.8% | -0.4% | +28.2% | +28.1% |
| 3M | +45.6% | -2.6% | +48.2% | +47.4% |
| 6M | +88.5% | +9.1% | +79.3% | +72.5% |
| YTD | +134.1% | +4.5% | +129.6% | +121.2% |
| 1Y | +111.1% | +10.1% | +101.0% | +90.7% |
| 3Y | +109.1% | +77.6% | +31.5% | +25.2% |
| 5Y | +307.2% | +73.7% | +233.5% | +138.1% |
| 10Y | +495.9% | +411.5% | +84.4% | +33.7% |
| All | +40,814.8% | +727.1% | +40,087.7% | +4,616.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling