+474.3%
DINO vs WU
-39.5%
+513.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +1.5% | -5.0% | +6.4% | +3.8% |
| 30D | +25.9% | -2.3% | +28.2% | +27.0% |
| 3M | +53.2% | -3.2% | +56.4% | +51.8% |
| 6M | +105.5% | -25.0% | +130.5% | +129.6% |
| YTD | +139.2% | -21.7% | +160.9% | +160.0% |
| 1Y | +117.4% | -9.0% | +126.3% | +115.0% |
| 3Y | +99.3% | -28.9% | +128.2% | +118.3% |
| 5Y | +333.0% | -51.0% | +384.0% | +475.8% |
| All | +474.3% | -39.5% | +513.8% | +596.4% |
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