+99.3%
DINO vs BBWI
-47.8%
+147.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.7% |
| 7D | +2.0% | -4.4% | +6.4% | +2.5% |
| 30D | +27.7% | -7.4% | +35.1% | +28.7% |
| 3M | +56.3% | -2.2% | +58.5% | +55.5% |
| 6M | +107.6% | -16.3% | +123.9% | +110.3% |
| YTD | +140.2% | -9.1% | +149.3% | +138.4% |
| 1Y | +113.0% | -34.5% | +147.5% | +125.3% |
| All | +99.3% | -47.8% | +147.2% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling