+1,798.5%
DINO vs WPM
+5,967.5%
-4,169.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +5.7% | +1.1% | +4.6% | +5.4% |
| 30D | +27.8% | +26.4% | +1.5% | +20.9% |
| 3M | +45.6% | +20.8% | +24.8% | +38.0% |
| 6M | +88.5% | +1.1% | +87.3% | +83.5% |
| YTD | +134.1% | +32.5% | +101.7% | +112.3% |
| 1Y | +111.1% | +51.5% | +59.6% | +84.3% |
| 3Y | +109.1% | +267.0% | -157.9% | +44.1% |
| 5Y | +307.2% | +250.1% | +57.0% | +177.1% |
| 10Y | +495.9% | +540.4% | -44.4% | +211.5% |
| All | +1,798.5% | +5,967.5% | -4,169.0% | +230.3% |
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 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