+432.4%
DINO vs WU
-38.9%
+471.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.6% |
| 7D | +5.7% | -2.0% | +7.7% | +6.6% |
| 30D | -19.6% | +11.4% | -31.0% | -24.2% |
| 3M | +11.8% | -6.8% | +18.6% | +14.1% |
| 6M | +49.0% | -14.6% | +63.6% | +55.3% |
| YTD | +128.1% | -20.6% | +148.8% | +144.1% |
| 1Y | +96.3% | -15.4% | +111.7% | +102.2% |
| 3Y | +113.8% | -23.6% | +137.4% | +124.3% |
| 5Y | +252.7% | -43.4% | +296.0% | +323.9% |
| All | +432.4% | -38.9% | +471.3% | +494.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling