+753.8%
IWM vs DINO
+39,766.8%
-39,012.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | +1.4% | +5.7% | -4.3% | +0.1% |
| 30D | +2.3% | -19.6% | +21.8% | +7.4% |
| 3M | -8.3% | +11.8% | -20.1% | -11.4% |
| 6M | -1.3% | +49.0% | -50.3% | -11.7% |
| YTD | +13.5% | +128.1% | -114.6% | -9.8% |
| 1Y | +18.4% | +96.3% | -77.9% | -2.4% |
| 3Y | +69.6% | +113.8% | -44.2% | +34.2% |
| 5Y | +23.3% | +252.7% | -229.4% | -16.8% |
| 10Y | +147.0% | +451.4% | -304.4% | +35.9% |
| All | +753.8% | +39,766.8% | -39,012.9% | +142.3% |
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 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