+317.4%
DINO vs GWRE
+15.1%
+302.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +2.3% | -13.2% | +15.5% | +3.9% |
| 30D | +22.6% | -18.6% | +41.2% | +25.0% |
| 3M | +55.2% | +18.9% | +36.3% | +50.2% |
| 6M | +93.8% | -11.0% | +104.7% | +93.0% |
| YTD | +139.5% | -29.9% | +169.4% | +145.9% |
| 1Y | +115.3% | -44.3% | +159.7% | +128.1% |
| 3Y | +98.8% | +51.7% | +47.1% | +78.7% |
| All | +317.4% | +15.1% | +302.3% | +306.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 5y: compounded portfolio wealth divided by compounded GWRE 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…
5y analysis · Full analysis span regression · 6 months rolling