+328.7%
DINO vs WPM
+261.4%
+67.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.2% |
| 7D | +2.0% | +3.9% | -1.9% | +1.8% |
| 30D | +27.7% | +17.7% | +10.0% | +26.7% |
| 3M | +56.3% | +39.4% | +16.9% | +53.4% |
| 6M | +107.6% | +6.4% | +101.1% | +107.6% |
| YTD | +140.2% | +34.0% | +106.2% | +132.3% |
| 1Y | +113.0% | +50.5% | +62.5% | +102.2% |
| 3Y | +100.1% | +280.3% | -180.2% | +60.3% |
| 5Y | +328.7% | +266.3% | +62.4% | +232.3% |
| All | +328.7% | +261.4% | +67.4% | +232.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling