+313.2%
WMB vs DINO
+490.1%
-176.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | 0.0% | +2.0% | -2.0% | -0.6% |
| 30D | +4.6% | +27.7% | -23.1% | -2.4% |
| 3M | +5.7% | +56.3% | -50.5% | -7.3% |
| 6M | +4.2% | +107.6% | -103.4% | -16.3% |
| YTD | +26.8% | +140.2% | -113.3% | -3.0% |
| 1Y | +34.7% | +113.0% | -78.3% | +6.2% |
| 3Y | +146.8% | +100.1% | +46.7% | +92.3% |
| 5Y | +285.0% | +328.7% | -43.7% | +126.6% |
| 10Y | +313.2% | +489.2% | -176.0% | +105.7% |
| All | +313.2% | +490.1% | -176.9% | +105.7% |
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