+304.0%
DINO vs NWSA
+123.2%
+180.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.6% | +3.6% |
| 7D | +4.2% | -2.6% | +6.8% | +5.5% |
| 30D | +33.9% | +4.6% | +29.3% | +30.9% |
| 3M | +50.5% | +10.2% | +40.3% | +42.7% |
| 6M | +95.2% | +21.6% | +73.5% | +75.1% |
| YTD | +140.6% | +14.6% | +125.9% | +120.3% |
| 1Y | +119.0% | +0.4% | +118.6% | +113.4% |
| 3Y | +100.4% | +45.0% | +55.4% | +59.9% |
| 5Y | +324.6% | +41.3% | +283.3% | +229.0% |
| 10Y | +485.3% | +142.8% | +342.5% | +204.4% |
| All | +304.0% | +123.2% | +180.8% | +111.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling