+3.6%
WBD vs DINO
+326.7%
-323.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -0.7% | +2.3% | -3.0% | -1.4% |
| 30D | +1.4% | +22.6% | -21.2% | -4.3% |
| 3M | +4.4% | +55.2% | -50.8% | -8.4% |
| 6M | +0.8% | +93.8% | -92.9% | -17.8% |
| YTD | -2.7% | +139.5% | -142.2% | -26.6% |
| 1Y | +73.4% | +115.3% | -41.9% | +34.9% |
| 3Y | +142.1% | +98.8% | +43.3% | +81.9% |
| All | +3.6% | +326.7% | -323.1% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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