+474.3%
DINO vs WCC
+518.6%
-44.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.7% |
| 7D | +1.5% | +1.7% | -0.2% | +0.9% |
| 30D | +25.9% | -6.1% | +32.0% | +28.2% |
| 3M | +53.2% | +3.1% | +50.1% | +49.7% |
| 6M | +105.5% | +28.2% | +77.2% | +82.9% |
| YTD | +139.2% | +41.1% | +98.2% | +105.2% |
| 1Y | +117.4% | +61.3% | +56.1% | +75.9% |
| 3Y | +99.3% | +123.6% | -24.4% | +33.3% |
| 5Y | +333.0% | +214.8% | +118.2% | +134.3% |
| All | +474.3% | +518.6% | -44.2% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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