+102.0%
DINO vs WU
-18.0%
+120.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +5.4% | -13.2% | -7.9% |
| 7D | -6.6% | +8.2% | -14.8% | -6.9% |
| 30D | -9.2% | +8.0% | -17.3% | -9.5% |
| 3M | +19.2% | -6.6% | +25.9% | +19.6% |
| 6M | +47.6% | -23.3% | +70.8% | +49.9% |
| YTD | +132.2% | -22.4% | +154.7% | +134.6% |
| 1Y | +102.0% | -18.0% | +120.0% | +102.7% |
| All | +102.0% | -18.0% | +120.0% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling