+303.6%
DINO vs WST
-25.7%
+329.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | +5.7% | +0.7% | +5.0% | +5.7% |
| 30D | +27.8% | -3.1% | +31.0% | +28.0% |
| 3M | +45.6% | +7.2% | +38.4% | +45.1% |
| 6M | +88.5% | +36.8% | +51.6% | +85.3% |
| YTD | +134.1% | +23.8% | +110.3% | +131.2% |
| 1Y | +111.1% | +37.8% | +73.3% | +107.3% |
| 3Y | +109.1% | -15.9% | +125.0% | +106.2% |
| All | +303.6% | -25.7% | +329.3% | +257.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling