+306.4%
WM vs DINO
+490.7%
-184.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -0.3% | +5.7% | -6.0% | -0.8% |
| 30D | -2.4% | +27.8% | -30.2% | -4.7% |
| 3M | +0.4% | +45.6% | -45.2% | -3.3% |
| 6M | -9.5% | +88.5% | -97.9% | -15.3% |
| YTD | +0.5% | +134.1% | -133.6% | -8.1% |
| 1Y | -1.1% | +111.1% | -112.2% | -8.8% |
| 3Y | +46.0% | +109.1% | -63.1% | +33.2% |
| 5Y | +51.8% | +307.2% | -255.4% | +24.6% |
| All | +306.4% | +490.7% | -184.2% | +202.9% |
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