+1,188.5%
WDC vs DINO
+492.4%
+696.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.3% | +2.3% | -6.6% | -5.0% |
| 30D | -1.5% | +22.6% | -24.1% | -7.8% |
| 3M | -15.5% | +55.2% | -70.7% | -27.1% |
| 6M | +66.5% | +93.8% | -27.3% | +32.5% |
| YTD | +159.9% | +139.5% | +20.3% | +89.8% |
| 1Y | +366.0% | +115.3% | +250.6% | +251.8% |
| 3Y | +1,285.8% | +98.8% | +1,187.0% | +939.4% |
| 5Y | +925.6% | +333.5% | +592.1% | +457.2% |
| All | +1,188.5% | +492.4% | +696.2% | +599.7% |
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