+475.0%
DINO vs WSM
+1,071.8%
-596.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +2.3% | -0.5% | +2.8% | +2.4% |
| 30D | +22.6% | -7.7% | +30.4% | +24.8% |
| 3M | +55.2% | +3.8% | +51.5% | +53.4% |
| 6M | +93.8% | +22.7% | +71.1% | +82.7% |
| YTD | +139.5% | +28.0% | +111.5% | +122.8% |
| 1Y | +115.3% | +12.7% | +102.6% | +105.8% |
| 3Y | +98.8% | +231.3% | -132.5% | +40.8% |
| 5Y | +333.5% | +177.2% | +156.3% | +207.5% |
| All | +475.0% | +1,071.8% | -596.8% | +129.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling