+8,900.6%
WMT vs DINO
+19,981.2%
-11,080.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -0.2% | +2.0% | -2.2% | -0.4% |
| 30D | -5.8% | +27.7% | -33.5% | -7.4% |
| 3M | -10.8% | +56.3% | -67.1% | -13.6% |
| 6M | -14.3% | +107.6% | -121.9% | -18.9% |
| YTD | -4.4% | +140.2% | -144.6% | -10.5% |
| 1Y | +4.3% | +113.0% | -108.7% | -1.6% |
| 3Y | +100.1% | +100.1% | 0.0% | +87.9% |
| 5Y | +130.8% | +328.7% | -197.9% | +103.2% |
| 10Y | +433.7% | +489.2% | -55.5% | +341.3% |
| All | +8,900.6% | +19,981.2% | -11,080.6% | +5,366.7% |
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 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