+247.9%
DINO vs WAT
+34.5%
+213.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -12.9% | +3.4% | -16.3% | -13.4% |
| 30D | -18.6% | +9.6% | -28.2% | -20.0% |
| 3M | +16.6% | +15.5% | +1.1% | +13.4% |
| 6M | +38.2% | +33.9% | +4.3% | +30.2% |
| YTD | +119.3% | +25.2% | +94.2% | +108.7% |
| 1Y | +84.3% | +26.3% | +58.0% | +74.9% |
| 3Y | +107.1% | +85.8% | +21.3% | +78.6% |
| All | +247.9% | +34.5% | +213.4% | +210.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling