+29.1%
IYR vs DINO
+97.6%
-68.5%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -1.4% | +2.3% | -3.7% | -1.6% |
| 30D | -2.7% | +22.6% | -25.3% | -4.6% |
| 3M | -2.1% | +55.2% | -57.4% | -6.5% |
| 6M | +3.6% | +93.8% | -90.2% | -4.0% |
| YTD | +8.1% | +139.5% | -131.4% | -3.1% |
| 1Y | +4.7% | +115.3% | -110.6% | -4.8% |
| 3Y | +29.1% | +98.8% | -69.7% | +11.0% |
| All | +29.1% | +97.6% | -68.5% | +11.0% |
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