+19,380.1%
DINO vs BBWI
+1,034.6%
+18,345.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.3% |
| 7D | +5.7% | +1.5% | +4.2% | +5.3% |
| 30D | +27.8% | -5.2% | +33.0% | +28.8% |
| 3M | +45.6% | +11.1% | +34.5% | +41.3% |
| 6M | +88.5% | -13.4% | +101.8% | +89.4% |
| YTD | +134.1% | +0.1% | +134.0% | +127.3% |
| 1Y | +111.1% | -36.1% | +147.2% | +122.2% |
| 3Y | +109.1% | -44.1% | +153.2% | +118.6% |
| 5Y | +307.2% | -66.2% | +373.4% | +352.7% |
| 10Y | +495.9% | -54.8% | +550.7% | +438.2% |
| All | +19,380.1% | +1,034.6% | +18,345.5% | +11,043.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling