+252.4%
DINO vs WU
-43.8%
+296.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.3% |
| 7D | +5.7% | -2.0% | +7.7% | +6.2% |
| 30D | -19.6% | +11.4% | -31.0% | -22.2% |
| 3M | +11.8% | -6.8% | +18.6% | +13.3% |
| 6M | +49.0% | -14.6% | +63.6% | +53.4% |
| YTD | +128.1% | -20.6% | +148.8% | +138.9% |
| 1Y | +96.3% | -15.4% | +111.7% | +100.6% |
| 3Y | +113.8% | -23.6% | +137.4% | +122.0% |
| All | +252.4% | -43.8% | +296.2% | +291.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling