+432.4%
DINO vs WAT
+222.4%
+209.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.2% |
| 7D | +5.7% | +0.6% | +5.1% | +5.5% |
| 30D | -19.6% | +5.4% | -25.0% | -21.1% |
| 3M | +11.8% | +11.3% | +0.5% | +7.5% |
| 6M | +49.0% | +37.4% | +11.5% | +32.9% |
| YTD | +128.1% | +21.2% | +106.9% | +109.5% |
| 1Y | +96.3% | +21.3% | +75.0% | +80.0% |
| 3Y | +113.8% | +83.4% | +30.4% | +60.0% |
| 5Y | +252.7% | +29.0% | +223.7% | +195.5% |
| All | +432.4% | +222.4% | +209.9% | +228.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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