+96.5%
DINO vs WST
+19.1%
+77.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.7% |
| 7D | -15.5% | -3.1% | -12.4% | -15.4% |
| 30D | -16.0% | +9.1% | -25.1% | -16.2% |
| 3M | +17.9% | +14.7% | +3.2% | +17.3% |
| 6M | +38.5% | +28.0% | +10.5% | +37.2% |
| YTD | +115.8% | +45.6% | +70.2% | +112.4% |
| 1Y | +87.1% | +45.7% | +41.5% | +84.1% |
| 3Y | +96.5% | +21.1% | +75.4% | +82.2% |
| All | +96.5% | +19.1% | +77.4% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling