+973.2%
IGV vs DINO
+11,714.2%
-10,741.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | -4.5% | +5.7% | -10.2% | -5.5% |
| 30D | +3.2% | +27.8% | -24.6% | -1.7% |
| 3M | +4.5% | +45.6% | -41.1% | -3.2% |
| 6M | +22.1% | +88.5% | -66.3% | +7.2% |
| YTD | -1.0% | +134.1% | -135.2% | -17.1% |
| 1Y | -2.1% | +111.1% | -113.2% | -16.5% |
| 3Y | +44.6% | +109.1% | -64.5% | +21.1% |
| 5Y | +22.2% | +307.2% | -285.0% | -12.9% |
| 10Y | +364.7% | +495.9% | -131.2% | +174.2% |
| All | +973.2% | +11,714.2% | -10,741.0% | +204.1% |
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