+476.6%
DINO vs WAT
+168.6%
+308.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.3% |
| 7D | +2.0% | -1.8% | +3.8% | +2.5% |
| 30D | +27.7% | -1.7% | +29.4% | +28.2% |
| 3M | +56.3% | +9.1% | +47.2% | +51.3% |
| 6M | +107.6% | +32.4% | +75.1% | +86.3% |
| YTD | +140.2% | +6.6% | +133.6% | +130.8% |
| 1Y | +113.0% | +34.7% | +78.3% | +87.2% |
| 3Y | +100.1% | +53.6% | +46.5% | +60.1% |
| 5Y | +328.7% | -4.1% | +332.8% | +308.7% |
| All | +476.6% | +168.6% | +308.0% | +256.8% |
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