+957.1%
WDC vs DINO
+319.5%
+637.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | +4.4% | +1.5% | +2.9% | +4.0% |
| 30D | +5.3% | +25.9% | -20.6% | -0.8% |
| 3M | -5.9% | +53.2% | -59.1% | -15.8% |
| 6M | +73.2% | +105.5% | -32.2% | +42.4% |
| YTD | +167.8% | +139.2% | +28.6% | +107.9% |
| 1Y | +386.0% | +117.4% | +268.6% | +287.2% |
| 3Y | +1,309.7% | +99.3% | +1,210.4% | +987.1% |
| 5Y | +957.1% | +333.0% | +624.1% | +540.3% |
| All | +957.1% | +319.5% | +637.6% | +540.3% |
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