+474.3%
DINO vs WAB
+292.7%
+181.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.5% | -0.2% | +1.7% | +1.6% |
| 30D | +25.9% | -5.9% | +31.8% | +29.9% |
| 3M | +53.2% | +9.4% | +43.8% | +44.4% |
| 6M | +105.5% | +13.8% | +91.6% | +86.4% |
| YTD | +139.2% | +31.8% | +107.5% | +99.4% |
| 1Y | +117.4% | +48.5% | +68.9% | +68.3% |
| 3Y | +99.3% | +167.0% | -67.7% | +8.6% |
| 5Y | +333.0% | +222.3% | +110.7% | +106.5% |
| All | +474.3% | +292.7% | +181.6% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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