+333.0%
DINO vs WY
-22.3%
+355.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.4% |
| 7D | +1.5% | -3.7% | +5.2% | +2.6% |
| 30D | +25.9% | -11.3% | +37.2% | +30.2% |
| 3M | +53.2% | -8.1% | +61.3% | +55.9% |
| 6M | +105.5% | -7.4% | +112.9% | +106.9% |
| YTD | +139.2% | -4.7% | +143.9% | +138.2% |
| 1Y | +117.4% | -9.2% | +126.6% | +120.0% |
| 3Y | +99.3% | -24.7% | +124.0% | +113.3% |
| 5Y | +333.0% | -21.6% | +354.6% | +339.8% |
| All | +333.0% | -22.3% | +355.3% | +339.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling