+432.4%
DINO vs WPM
+749.7%
-317.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +5.7% | -3.6% | +9.3% | +5.8% |
| 30D | -19.6% | +1.4% | -21.0% | -19.6% |
| 3M | +11.8% | -0.2% | +12.0% | +11.8% |
| 6M | +49.0% | -7.3% | +56.3% | +49.4% |
| YTD | +128.1% | +12.3% | +115.8% | +125.2% |
| 1Y | +96.3% | +24.9% | +71.4% | +92.4% |
| 3Y | +113.8% | +210.4% | -96.6% | +95.8% |
| 5Y | +252.7% | +210.4% | +42.3% | +218.7% |
| All | +432.4% | +749.7% | -317.3% | +359.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling