+328.7%
WM vs DINO
+503.4%
-174.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.5% | -0.1% |
| 7D | -0.5% | -10.7% | +10.2% | +0.5% |
| 30D | +13.3% | -17.8% | +31.1% | +15.2% |
| 3M | +4.4% | +23.3% | -18.9% | +2.0% |
| 6M | +10.8% | +39.6% | -28.7% | +6.8% |
| YTD | +9.1% | +121.6% | -112.5% | -0.1% |
| 1Y | +19.1% | +88.2% | -69.1% | +10.9% |
| 3Y | +45.7% | +114.4% | -68.7% | +32.0% |
| 5Y | +60.4% | +248.7% | -188.3% | +33.8% |
| 10Y | +328.7% | +430.9% | -102.2% | +230.1% |
| All | +328.7% | +503.4% | -174.6% | +230.1% |
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