+61.9%
WM vs DINO
+250.9%
-189.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | +5.7% | -2.5% | +3.1% |
| 30D | +13.0% | -19.6% | +32.6% | +13.4% |
| 3M | +9.2% | +11.8% | -2.6% | +9.0% |
| 6M | +13.6% | +49.0% | -35.3% | +12.6% |
| YTD | +12.4% | +128.1% | -115.7% | +10.2% |
| 1Y | +21.2% | +96.3% | -75.1% | +19.2% |
| 3Y | +48.7% | +113.8% | -65.1% | +44.8% |
| All | +61.9% | +250.9% | -189.1% | +63.3% |
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