+475.0%
DINO vs WY
+7.6%
+467.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +2.3% | -4.2% | +6.5% | +4.3% |
| 30D | +22.6% | -10.1% | +32.7% | +28.6% |
| 3M | +55.2% | -8.5% | +63.7% | +60.0% |
| 6M | +93.8% | -3.3% | +97.1% | +92.2% |
| YTD | +139.5% | -4.4% | +143.9% | +138.3% |
| 1Y | +115.3% | -11.5% | +126.8% | +121.8% |
| 3Y | +98.8% | -24.3% | +123.1% | +117.0% |
| 5Y | +333.5% | -21.3% | +354.8% | +347.7% |
| All | +475.0% | +7.6% | +467.4% | +369.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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