+100.4%
DINO vs WEC
+42.2%
+58.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.6% |
| 7D | +4.2% | +0.8% | +3.4% | +4.1% |
| 30D | +33.9% | +0.3% | +33.5% | +33.8% |
| 3M | +50.5% | -2.9% | +53.5% | +50.8% |
| 6M | +95.2% | -5.9% | +101.1% | +96.0% |
| YTD | +140.6% | +4.1% | +136.4% | +137.4% |
| 1Y | +119.0% | +3.1% | +115.8% | +116.3% |
| 3Y | +100.4% | +40.8% | +59.6% | +82.6% |
| All | +100.4% | +42.2% | +58.2% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling