+1,428.5%
IBKR vs DINO
+610.7%
+817.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -1.3% | +2.3% | -3.7% | -1.9% |
| 30D | -0.2% | +22.6% | -22.9% | -5.4% |
| 3M | +3.0% | +55.2% | -52.3% | -8.4% |
| 6M | +33.9% | +93.8% | -59.9% | +11.7% |
| YTD | +42.5% | +139.5% | -97.0% | +11.9% |
| 1Y | +44.9% | +115.3% | -70.4% | +16.7% |
| 3Y | +293.0% | +98.8% | +194.2% | +214.9% |
| 5Y | +497.7% | +333.5% | +164.2% | +276.9% |
| 10Y | +1,004.4% | +487.5% | +516.9% | +456.4% |
| All | +1,428.5% | +610.7% | +817.9% | +377.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling