+19,728.9%
DINO vs WAB
+4,092.2%
+15,636.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +5.7% | -3.2% | +8.9% | +6.9% |
| 30D | +27.8% | -4.4% | +32.3% | +29.8% |
| 3M | +45.6% | +7.9% | +37.8% | +40.8% |
| 6M | +88.5% | +8.7% | +79.8% | +80.2% |
| YTD | +134.1% | +33.0% | +101.1% | +108.5% |
| 1Y | +111.1% | +46.7% | +64.5% | +81.1% |
| 3Y | +109.1% | +153.0% | -43.9% | +47.6% |
| 5Y | +307.2% | +222.3% | +84.9% | +162.7% |
| 10Y | +495.9% | +291.0% | +205.0% | +252.2% |
| All | +19,728.9% | +4,092.2% | +15,636.6% | +7,229.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling