+17,667.6%
DINO vs BWA
+3,492.4%
+14,175.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.7% |
| 7D | +5.7% | +5.7% | +0.1% | +3.6% |
| 30D | +27.8% | +1.4% | +26.4% | +27.0% |
| 3M | +45.6% | -12.1% | +57.7% | +51.2% |
| 6M | +88.5% | +28.6% | +59.9% | +68.3% |
| YTD | +134.1% | +51.1% | +83.0% | +94.2% |
| 1Y | +111.1% | +55.9% | +55.2% | +72.3% |
| 3Y | +109.1% | +70.1% | +39.0% | +61.3% |
| 5Y | +307.2% | +90.7% | +216.5% | +195.2% |
| 10Y | +495.9% | +154.0% | +342.0% | +280.4% |
| All | +17,667.6% | +3,492.4% | +14,175.3% | +7,420.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling