+5,376.0%
WMB vs DINO
+19,474.2%
-14,098.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +0.6% | +5.7% | -5.1% | -1.3% |
| 30D | +3.3% | +27.8% | -24.6% | -5.2% |
| 3M | +3.1% | +45.6% | -42.5% | -10.0% |
| 6M | -0.7% | +88.5% | -89.2% | -21.3% |
| YTD | +25.2% | +134.1% | -109.0% | -8.6% |
| 1Y | +32.9% | +111.1% | -78.2% | 0.0% |
| 3Y | +140.6% | +109.1% | +31.5% | +74.4% |
| 5Y | +273.5% | +307.2% | -33.7% | +103.2% |
| 10Y | +334.2% | +495.9% | -161.7% | +76.2% |
| All | +5,376.0% | +19,474.2% | -14,098.2% | +884.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling