+99.3%
DINO vs WU
-28.6%
+128.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | +2.0% | -4.9% | +6.9% | +3.0% |
| 30D | +27.7% | -1.3% | +29.0% | +27.9% |
| 3M | +56.3% | -3.6% | +59.9% | +55.7% |
| 6M | +107.6% | -24.3% | +131.9% | +120.0% |
| YTD | +140.2% | -21.1% | +161.3% | +150.8% |
| 1Y | +113.0% | -10.3% | +123.3% | +111.8% |
| All | +99.3% | -28.6% | +128.0% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling