+10.6%
IBKR vs DINO
+105.4%
-94.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.3% | +0.5% |
| 7D | -6.8% | -6.6% | -0.2% | -6.8% |
| 30D | -12.5% | -9.2% | -3.3% | -12.6% |
| 3M | -12.0% | +19.2% | -31.3% | -13.1% |
| 6M | -4.5% | +47.6% | -52.1% | -6.1% |
| YTD | +21.5% | +132.2% | -110.8% | +10.6% |
| 1Y | +10.6% | +102.0% | -91.3% | +1.8% |
| All | +10.6% | +105.4% | -94.7% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling