+23.1%
IGV vs DINO
+326.7%
-303.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.9% | +2.3% | -5.2% | -3.3% |
| 30D | -1.5% | +22.6% | -24.2% | -4.7% |
| 3M | +11.7% | +55.2% | -43.6% | +3.8% |
| 6M | +18.4% | +93.8% | -75.3% | +5.9% |
| YTD | -3.9% | +139.5% | -143.4% | -17.6% |
| 1Y | -9.7% | +115.3% | -125.0% | -21.2% |
| 3Y | +38.4% | +98.8% | -60.4% | +17.9% |
| All | +23.1% | +326.7% | -303.6% | -5.2% |
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