+1,749.9%
DINO vs WPM
+5,046.3%
-3,296.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.7% | -3.6% | +9.3% | +6.5% |
| 30D | -19.6% | +1.4% | -21.0% | -20.3% |
| 3M | +11.8% | -0.2% | +12.0% | +10.4% |
| 6M | +49.0% | -7.3% | +56.3% | +47.9% |
| YTD | +128.1% | +12.3% | +115.8% | +112.5% |
| 1Y | +96.3% | +24.9% | +71.4% | +78.1% |
| 3Y | +113.8% | +210.4% | -96.6% | +51.8% |
| 5Y | +252.7% | +210.4% | +42.3% | +144.3% |
| 10Y | +451.4% | +731.7% | -280.3% | +165.7% |
| All | +1,749.9% | +5,046.3% | -3,296.4% | +230.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling