+319.9%
IP vs DINO
+18,055.5%
-17,735.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.5% | +2.5% | -2.4% |
| 7D | -5.0% | -12.6% | +7.7% | -2.0% |
| 30D | +6.5% | -14.7% | +21.2% | +10.2% |
| 3M | -18.0% | +18.6% | -36.6% | -22.1% |
| 6M | +10.3% | +33.0% | -22.7% | +1.0% |
| YTD | -9.9% | +117.1% | -127.0% | -27.7% |
| 1Y | -1.1% | +90.5% | -91.5% | -18.1% |
| 3Y | +13.0% | +96.0% | -83.0% | -9.3% |
| 5Y | -12.3% | +252.0% | -264.3% | -41.4% |
| 10Y | +26.8% | +476.3% | -449.5% | -31.9% |
| All | +319.9% | +18,055.5% | -17,735.6% | +23.8% |
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