+102.0%
DINO vs WSM
+44.0%
+58.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +6.5% | -14.2% | -6.2% |
| 7D | -6.6% | +8.0% | -14.6% | -4.7% |
| 30D | -9.2% | +13.5% | -22.7% | -6.4% |
| 3M | +19.2% | +8.8% | +10.4% | +22.3% |
| 6M | +47.6% | +54.7% | -7.1% | +59.8% |
| YTD | +132.2% | +53.3% | +79.0% | +150.9% |
| 1Y | +102.0% | +41.1% | +60.9% | +118.2% |
| All | +102.0% | +44.0% | +58.0% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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