+281.4%
WMB vs DINO
+449.5%
-168.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.8% | +5.7% | +2.1% | +6.1% |
| 30D | -5.1% | -19.6% | +14.5% | +0.8% |
| 3M | -4.7% | +11.8% | -16.5% | -8.1% |
| 6M | -7.4% | +49.0% | -56.4% | -18.3% |
| YTD | +17.5% | +128.1% | -110.6% | -9.7% |
| 1Y | +19.5% | +96.3% | -76.8% | -4.1% |
| 3Y | +121.3% | +113.8% | +7.5% | +67.4% |
| 5Y | +200.5% | +252.7% | -52.2% | +85.6% |
| All | +281.4% | +449.5% | -168.1% | +75.5% |
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