+475.0%
DINO vs NWSA
+149.4%
+325.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +2.3% | -2.8% | +5.1% | +3.7% |
| 30D | +22.6% | +3.0% | +19.6% | +20.7% |
| 3M | +55.2% | +12.3% | +42.9% | +45.5% |
| 6M | +93.8% | +21.9% | +71.9% | +72.9% |
| YTD | +139.5% | +13.6% | +125.9% | +119.7% |
| 1Y | +115.3% | +0.5% | +114.8% | +109.7% |
| 3Y | +98.8% | +43.8% | +55.0% | +57.4% |
| 5Y | +333.5% | +41.2% | +292.3% | +231.0% |
| All | +475.0% | +149.4% | +325.6% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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