+98.6%
DINO vs NWSA
+43.0%
+55.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +1.5% | -4.8% | +6.2% | +2.8% |
| 30D | +25.9% | +3.0% | +22.9% | +24.8% |
| 3M | +53.2% | +9.3% | +43.9% | +48.8% |
| 6M | +105.5% | +23.2% | +82.3% | +90.8% |
| YTD | +139.2% | +13.3% | +125.9% | +128.3% |
| 1Y | +117.4% | +2.9% | +114.5% | +116.2% |
| All | +98.6% | +43.0% | +55.6% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling