+328.7%
DINO vs WAB
+224.0%
+104.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.4% |
| 7D | +2.0% | +0.2% | +1.7% | +1.9% |
| 30D | +27.7% | -4.6% | +32.2% | +30.1% |
| 3M | +56.3% | +5.6% | +50.7% | +51.3% |
| 6M | +107.6% | +13.8% | +93.7% | +91.4% |
| YTD | +140.2% | +31.9% | +108.3% | +104.7% |
| 1Y | +113.0% | +48.3% | +64.7% | +69.7% |
| 3Y | +100.1% | +167.1% | -67.1% | +16.9% |
| 5Y | +328.7% | +222.9% | +105.9% | +121.0% |
| All | +328.7% | +224.0% | +104.8% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling