+333.0%
DINO vs WSM
+171.2%
+161.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +1.4% |
| 30D | +25.9% | -10.7% | +36.6% | +28.2% |
| 3M | +53.2% | +8.5% | +44.7% | +50.6% |
| 6M | +105.5% | +19.6% | +85.8% | +97.4% |
| YTD | +139.2% | +26.6% | +112.6% | +126.9% |
| 1Y | +117.4% | +12.0% | +105.4% | +110.5% |
| 3Y | +99.3% | +226.6% | -127.4% | +56.9% |
| 5Y | +333.0% | +174.1% | +158.9% | +247.4% |
| All | +333.0% | +171.2% | +161.8% | +247.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling