+942.6%
DINO vs WU
-19.6%
+962.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +5.7% | -0.8% | +6.5% | +6.1% |
| 30D | +27.8% | -1.1% | +28.9% | +28.3% |
| 3M | +45.6% | -3.9% | +49.5% | +45.0% |
| 6M | +88.5% | -20.7% | +109.1% | +105.0% |
| YTD | +134.1% | -18.4% | +152.5% | +149.8% |
| 1Y | +111.1% | -8.1% | +119.2% | +109.1% |
| 3Y | +109.1% | -24.2% | +133.3% | +122.3% |
| 5Y | +307.2% | -50.4% | +357.6% | +424.0% |
| 10Y | +495.9% | -40.0% | +536.0% | +587.6% |
| All | +942.6% | -19.6% | +962.2% | +822.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling