+432.4%
DINO vs BWA
+94.2%
+338.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +5.7% | +4.3% | +1.4% | +3.7% |
| 30D | -19.6% | -13.0% | -6.6% | -14.5% |
| 3M | +11.8% | -24.8% | +36.6% | +26.1% |
| 6M | +49.0% | -23.5% | +72.5% | +64.2% |
| YTD | +128.1% | +13.8% | +114.3% | +99.9% |
| 1Y | +96.3% | +13.4% | +82.9% | +71.8% |
| 3Y | +113.8% | +62.8% | +51.0% | +49.9% |
| 5Y | +252.7% | +28.5% | +224.2% | +167.4% |
| All | +432.4% | +94.2% | +338.1% | +168.3% |
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