+212.3%
IEFA vs DINO
+402.8%
-190.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.5% | +2.0% | -2.4% | -0.8% |
| 30D | -1.1% | +27.7% | -28.8% | -4.8% |
| 3M | +5.1% | +56.3% | -51.2% | -2.3% |
| 6M | +9.3% | +107.6% | -98.2% | -3.3% |
| YTD | +13.0% | +140.2% | -127.2% | -2.8% |
| 1Y | +19.2% | +113.0% | -93.8% | +4.4% |
| 3Y | +67.0% | +100.1% | -33.1% | +45.0% |
| 5Y | +51.1% | +328.7% | -277.6% | +12.3% |
| 10Y | +146.5% | +489.2% | -342.7% | +61.2% |
| All | +212.3% | +402.8% | -190.5% | +101.6% |
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