+59.7%
WM vs DINO
+245.4%
-185.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.1% |
| 7D | +1.2% | -15.5% | +16.7% | +1.5% |
| 30D | +13.1% | -16.0% | +29.0% | +13.4% |
| 3M | +3.6% | +17.9% | -14.3% | +3.2% |
| 6M | +8.1% | +38.5% | -30.4% | +7.3% |
| YTD | +8.9% | +115.8% | -106.9% | +6.8% |
| 1Y | +20.3% | +87.1% | -66.8% | +18.4% |
| 3Y | +46.2% | +96.5% | -50.3% | +42.6% |
| All | +59.7% | +245.4% | -185.6% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling