+428.1%
WMT vs DINO
+492.4%
-64.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | 0.0% | +2.3% | -2.3% | -0.1% |
| 30D | -7.4% | +22.6% | -30.1% | -8.7% |
| 3M | -10.9% | +55.2% | -66.1% | -13.6% |
| 6M | -12.7% | +93.8% | -106.4% | -16.7% |
| YTD | -3.2% | +139.5% | -142.7% | -9.2% |
| 1Y | +5.3% | +115.3% | -110.0% | -0.6% |
| 3Y | +101.9% | +98.8% | +3.1% | +89.2% |
| 5Y | +134.6% | +333.5% | -198.9% | +106.9% |
| All | +428.1% | +492.4% | -64.3% | +342.6% |
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