+476.6%
DINO vs BWA
+151.4%
+325.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | +0.5% |
| 7D | +2.0% | +0.1% | +1.8% | +1.8% |
| 30D | +27.7% | -5.6% | +33.2% | +30.7% |
| 3M | +56.3% | -10.7% | +67.0% | +62.7% |
| 6M | +107.6% | +23.2% | +84.4% | +82.9% |
| YTD | +140.2% | +46.0% | +94.2% | +90.2% |
| 1Y | +113.0% | +51.2% | +61.8% | +64.6% |
| 3Y | +100.1% | +69.6% | +30.5% | +40.2% |
| 5Y | +328.7% | +86.6% | +242.2% | +173.4% |
| All | +476.6% | +151.4% | +325.1% | +209.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling