+283.3%
WMB vs DINO
+449.3%
-166.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | +8.1% | +5.0% | +3.1% | +6.6% |
| 30D | -6.9% | -19.9% | +13.0% | -1.0% |
| 3M | -5.1% | +16.8% | -21.9% | -9.6% |
| 6M | -5.7% | +44.8% | -50.5% | -16.2% |
| YTD | +18.1% | +128.0% | -110.0% | -9.2% |
| 1Y | +18.4% | +95.0% | -76.6% | -4.7% |
| 3Y | +122.7% | +115.4% | +7.4% | +68.1% |
| 5Y | +202.0% | +252.6% | -50.5% | +86.5% |
| All | +283.3% | +449.3% | -166.1% | +76.4% |
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