+938.5%
IGV vs DINO
+11,411.6%
-10,473.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.3% | +5.7% | -3.4% | +1.3% |
| 30D | -6.0% | -19.6% | +13.6% | -2.3% |
| 3M | -4.8% | +11.8% | -16.6% | -7.3% |
| 6M | +14.2% | +49.0% | -34.7% | +4.9% |
| YTD | -4.2% | +128.1% | -132.4% | -19.8% |
| 1Y | -5.3% | +96.3% | -101.6% | -18.3% |
| 3Y | +38.8% | +113.8% | -75.0% | +15.4% |
| 5Y | +14.2% | +252.7% | -238.5% | -16.4% |
| 10Y | +357.6% | +451.4% | -93.8% | +174.8% |
| All | +938.5% | +11,411.6% | -10,473.1% | +194.4% |
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