+336.4%
WM vs DINO
+465.9%
-129.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | +1.2% | -15.5% | +16.7% | +2.7% |
| 30D | +13.1% | -16.0% | +29.0% | +14.7% |
| 3M | +3.6% | +17.9% | -14.3% | +1.7% |
| 6M | +8.1% | +38.5% | -30.4% | +4.2% |
| YTD | +8.9% | +115.8% | -106.9% | +0.1% |
| 1Y | +20.3% | +87.1% | -66.8% | +12.1% |
| 3Y | +46.2% | +96.5% | -50.3% | +33.8% |
| 5Y | +59.9% | +249.9% | -190.0% | +33.3% |
| All | +336.4% | +465.9% | -129.5% | +233.8% |
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