+111.5%
WDAY vs DINO
+491.7%
-380.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -10.5% | +1.5% | -12.0% | -10.8% |
| 30D | +2.1% | +25.9% | -23.8% | -1.8% |
| 3M | +34.6% | +53.2% | -18.5% | +25.1% |
| 6M | +29.9% | +105.5% | -75.6% | +15.0% |
| YTD | -13.8% | +139.2% | -153.1% | -25.8% |
| 1Y | -18.3% | +117.4% | -135.7% | -28.7% |
| 3Y | -26.2% | +99.3% | -125.4% | -35.9% |
| 5Y | -30.8% | +333.0% | -363.8% | -48.2% |
| All | +111.5% | +491.7% | -380.2% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling