+474.3%
DINO vs BBWI
-57.7%
+532.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | +1.5% | -8.0% | +9.5% | +3.1% |
| 30D | +25.9% | -6.6% | +32.5% | +27.3% |
| 3M | +53.2% | -2.7% | +55.9% | +52.5% |
| 6M | +105.5% | -12.8% | +118.2% | +106.2% |
| YTD | +139.2% | -10.5% | +149.7% | +137.4% |
| 1Y | +117.4% | -35.3% | +152.7% | +128.5% |
| 3Y | +99.3% | -47.7% | +147.0% | +111.3% |
| 5Y | +333.0% | -68.9% | +401.9% | +392.9% |
| All | +474.3% | -57.7% | +532.0% | +392.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling