+102.0%
DINO vs SWK
+87.6%
+14.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +13.1% | -20.9% | -5.6% |
| 7D | -6.6% | +17.9% | -24.5% | -4.0% |
| 30D | -9.2% | +31.9% | -41.2% | -5.6% |
| 3M | +19.2% | +16.6% | +2.7% | +22.4% |
| 6M | +47.6% | +61.1% | -13.5% | +55.7% |
| YTD | +132.2% | +64.2% | +68.0% | +150.3% |
| 1Y | +102.0% | +85.2% | +16.8% | +120.6% |
| All | +102.0% | +87.6% | +14.4% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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