+26.5%
IP vs DINO
+465.9%
-439.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | -5.1% | -15.5% | +10.4% | -1.2% |
| 30D | +8.5% | -16.0% | +24.5% | +12.7% |
| 3M | -13.8% | +17.9% | -31.8% | -18.2% |
| 6M | +5.7% | +38.5% | -32.8% | -4.6% |
| YTD | -9.1% | +115.8% | -125.0% | -28.2% |
| 1Y | -0.8% | +87.1% | -87.9% | -18.6% |
| 3Y | +14.8% | +96.5% | -81.7% | -9.7% |
| 5Y | -11.5% | +249.9% | -261.4% | -43.4% |
| All | +26.5% | +465.9% | -439.4% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling