+432.4%
DINO vs WCC
+431.3%
+1.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.6% |
| 7D | +5.7% | +9.9% | -4.3% | +2.4% |
| 30D | -19.6% | -8.4% | -11.1% | -17.6% |
| 3M | +11.8% | -10.3% | +22.1% | +14.6% |
| 6M | +49.0% | -10.5% | +59.4% | +50.7% |
| YTD | +128.1% | +32.2% | +95.9% | +98.4% |
| 1Y | +96.3% | +25.5% | +70.8% | +73.4% |
| 3Y | +113.8% | +134.7% | -20.9% | +39.8% |
| 5Y | +252.7% | +139.9% | +112.7% | +112.6% |
| All | +432.4% | +431.3% | +1.0% | +112.2% |
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