+112.4%
WFC vs DINO
+449.5%
-337.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.5% | +5.7% | -3.2% | +0.7% |
| 30D | +7.0% | -19.6% | +26.6% | +14.2% |
| 3M | -1.8% | +11.8% | -13.6% | -6.3% |
| 6M | +18.4% | +49.0% | -30.6% | +1.8% |
| YTD | -5.6% | +128.1% | -133.7% | -31.1% |
| 1Y | +3.9% | +96.3% | -92.4% | -20.2% |
| 3Y | +126.3% | +113.8% | +12.5% | +63.3% |
| 5Y | +91.1% | +252.7% | -161.6% | +8.8% |
| All | +112.4% | +449.5% | -337.1% | -3.5% |
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