+8,627.7%
WFC vs DINO
+19,474.2%
-10,846.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +3.8% | +5.7% | -1.9% | +2.3% |
| 30D | +1.5% | +27.8% | -26.3% | -4.9% |
| 3M | +10.9% | +45.6% | -34.8% | 0.0% |
| 6M | +8.4% | +88.5% | -80.0% | -9.2% |
| YTD | -1.9% | +134.1% | -136.0% | -22.7% |
| 1Y | +12.3% | +111.1% | -98.8% | -9.4% |
| 3Y | +132.3% | +109.1% | +23.2% | +83.9% |
| 5Y | +130.1% | +307.2% | -177.1% | +48.2% |
| 10Y | +134.4% | +495.9% | -361.5% | +28.5% |
| All | +8,627.7% | +19,474.2% | -10,846.5% | +2,828.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling