+111.1%
DINO vs WPM
+53.7%
+57.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.8% |
| 7D | +5.7% | +1.1% | +4.6% | +5.9% |
| 30D | +27.8% | +26.4% | +1.5% | +31.6% |
| 3M | +45.6% | +20.8% | +24.8% | +50.4% |
| 6M | +88.5% | +1.1% | +87.3% | +95.4% |
| YTD | +134.1% | +32.5% | +101.7% | +138.3% |
| 1Y | +111.1% | +51.5% | +59.6% | +115.0% |
| All | +111.1% | +53.7% | +57.4% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling