+19,916.1%
DINO vs WSM
+34,818.5%
-14,902.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +4.2% | +2.6% | +1.6% | +3.8% |
| 30D | +33.9% | -9.5% | +43.4% | +35.7% |
| 3M | +50.5% | +12.9% | +37.7% | +47.5% |
| 6M | +95.2% | +23.0% | +72.1% | +88.1% |
| YTD | +140.6% | +28.9% | +111.6% | +130.1% |
| 1Y | +119.0% | +13.7% | +105.3% | +112.8% |
| 3Y | +100.4% | +232.6% | -132.2% | +64.4% |
| 5Y | +324.6% | +185.9% | +138.7% | +247.4% |
| 10Y | +485.3% | +998.6% | -513.3% | +286.3% |
| All | +19,916.1% | +34,818.5% | -14,902.5% | +10,441.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling