+758.4%
IVV vs DINO
+37,665.6%
-36,907.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +1.9% |
| 7D | +0.1% | -10.7% | +10.7% | +2.1% |
| 30D | -3.3% | -17.8% | +14.4% | -0.1% |
| 3M | -2.4% | +23.3% | -25.7% | -6.6% |
| 6M | +2.6% | +39.6% | -36.9% | -4.4% |
| YTD | +11.3% | +121.6% | -110.3% | -5.7% |
| 1Y | +13.4% | +88.2% | -74.8% | -0.9% |
| 3Y | +80.3% | +114.4% | -34.1% | +50.7% |
| 5Y | +72.7% | +248.7% | -176.0% | +28.0% |
| 10Y | +309.6% | +430.9% | -121.2% | +156.5% |
| All | +758.4% | +37,665.6% | -36,907.2% | +223.7% |
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