+18,881.2%
DINO vs BBWI
+1,144.0%
+17,737.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | -0.3% |
| 7D | +5.7% | +0.1% | +5.6% | +5.6% |
| 30D | -19.6% | +12.9% | -32.4% | -21.8% |
| 3M | +11.8% | +16.0% | -4.2% | +7.5% |
| 6M | +49.0% | +16.6% | +32.3% | +41.5% |
| YTD | +128.1% | +9.7% | +118.4% | +115.9% |
| 1Y | +96.3% | +1.5% | +94.8% | +86.8% |
| 3Y | +113.8% | -21.4% | +135.1% | +107.2% |
| 5Y | +252.7% | -67.6% | +320.2% | +293.6% |
| 10Y | +451.4% | -46.8% | +498.2% | +379.0% |
| All | +18,881.2% | +1,144.0% | +17,737.2% | +10,481.1% |
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