+138.7%
IAU vs DINO
+319.5%
-180.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | -3.4% | +1.5% | -4.8% | -3.4% |
| 30D | -1.1% | +25.9% | -27.0% | -1.5% |
| 3M | +5.8% | +53.2% | -47.3% | +5.0% |
| 6M | -16.9% | +105.5% | -122.4% | -18.4% |
| YTD | +0.1% | +139.2% | -139.1% | -2.2% |
| 1Y | +18.4% | +117.4% | -99.0% | +16.0% |
| 3Y | +123.6% | +99.3% | +24.3% | +119.0% |
| 5Y | +138.7% | +333.0% | -194.3% | +127.1% |
| All | +138.7% | +319.5% | -180.8% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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