+324.8%
WM vs DINO
+447.4%
-122.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +0.9% |
| 7D | +0.8% | -2.7% | +3.5% | +1.0% |
| 30D | +13.8% | -17.2% | +31.0% | +15.7% |
| 3M | +6.4% | +18.9% | -12.5% | +4.3% |
| 6M | +13.2% | +40.6% | -27.4% | +9.0% |
| YTD | +10.8% | +125.9% | -115.2% | +1.3% |
| 1Y | +20.2% | +90.9% | -70.7% | +11.7% |
| 3Y | +46.5% | +113.4% | -66.9% | +32.9% |
| 5Y | +61.3% | +258.3% | -197.1% | +34.0% |
| 10Y | +324.8% | +446.1% | -121.4% | +224.1% |
| All | +324.8% | +447.4% | -122.6% | +224.1% |
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