+111.1%
DINO vs WSM
+19.9%
+91.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -0.4% |
| 7D | +5.7% | -3.3% | +9.0% | +5.3% |
| 30D | +27.8% | -8.4% | +36.2% | +26.5% |
| 3M | +45.6% | +9.7% | +36.0% | +47.4% |
| 6M | +88.5% | +16.7% | +71.8% | +94.3% |
| YTD | +134.1% | +28.7% | +105.4% | +138.5% |
| 1Y | +111.1% | +13.7% | +97.5% | +115.6% |
| All | +111.1% | +19.9% | +91.2% | +115.6% |
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