+356.7%
IP vs DINO
+19,474.2%
-19,117.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.4% |
| 7D | -5.3% | +5.7% | -11.0% | -6.6% |
| 30D | -10.9% | +27.8% | -38.7% | -16.2% |
| 3M | +11.2% | +45.6% | -34.5% | +0.5% |
| 6M | -10.2% | +88.5% | -98.7% | -24.6% |
| YTD | -2.0% | +134.1% | -136.1% | -22.3% |
| 1Y | -19.1% | +111.1% | -130.2% | -34.3% |
| 3Y | +20.9% | +109.1% | -88.3% | -4.1% |
| 5Y | -17.8% | +307.2% | -325.0% | -46.8% |
| 10Y | +23.5% | +495.9% | -472.4% | -34.0% |
| All | +356.7% | +19,474.2% | -19,117.5% | +33.1% |
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