+111.1%
DINO vs GWRE
-25.4%
+136.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -19.9% | +19.2% | +0.4% |
| 7D | +5.7% | -21.1% | +26.8% | +6.9% |
| 30D | +27.8% | +1.3% | +26.5% | +27.6% |
| 3M | +45.6% | +7.4% | +38.2% | +44.3% |
| 6M | +88.5% | +5.6% | +82.8% | +84.4% |
| YTD | +134.1% | -19.2% | +153.3% | +126.5% |
| 1Y | +111.1% | -25.1% | +136.3% | +104.1% |
| All | +111.1% | -25.4% | +136.5% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 1y: compounded portfolio wealth divided by compounded GWRE 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…
1y analysis · Full analysis span regression · 6 months rolling