+333.0%
DINO vs WWD
+187.1%
+145.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | +1.5% | -2.9% | +4.3% | +1.9% |
| 30D | +25.9% | -6.6% | +32.5% | +27.3% |
| 3M | +53.2% | -9.3% | +62.5% | +54.6% |
| 6M | +105.5% | -13.6% | +119.1% | +107.8% |
| YTD | +139.2% | +10.4% | +128.9% | +126.8% |
| 1Y | +117.4% | +39.9% | +77.5% | +92.7% |
| 3Y | +99.3% | +165.0% | -65.8% | +45.3% |
| 5Y | +333.0% | +183.8% | +149.2% | +207.3% |
| All | +333.0% | +187.1% | +145.9% | +207.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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