+100.4%
DINO vs WAB
+168.6%
-68.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.6% |
| 7D | +4.2% | +1.7% | +2.5% | +3.6% |
| 30D | +33.9% | -2.4% | +36.3% | +34.8% |
| 3M | +50.5% | +9.7% | +40.9% | +44.8% |
| 6M | +95.2% | +16.5% | +78.6% | +80.4% |
| YTD | +140.6% | +33.7% | +106.8% | +106.8% |
| 1Y | +119.0% | +49.7% | +69.3% | +76.5% |
| 3Y | +100.4% | +170.9% | -70.6% | +34.4% |
| All | +100.4% | +168.6% | -68.2% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling