+22.1%
IP vs DINO
+113.2%
-91.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.7% |
| 7D | -2.8% | -2.7% | -0.1% | -2.5% |
| 30D | +9.2% | -17.2% | +26.4% | +11.2% |
| 3M | -16.1% | +18.9% | -35.0% | -18.6% |
| 6M | +9.6% | +40.6% | -31.0% | +3.3% |
| YTD | -8.8% | +125.9% | -134.7% | -23.5% |
| 1Y | -5.5% | +90.9% | -96.4% | -17.5% |
| All | +22.1% | +113.2% | -91.1% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling