+428.8%
DINO vs SWK
+26.9%
+401.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | -12.9% | +11.3% | -24.2% | -16.8% |
| 30D | -18.6% | +31.5% | -50.0% | -27.1% |
| 3M | +16.6% | +14.4% | +2.2% | +9.7% |
| 6M | +38.2% | +46.4% | -8.3% | +16.7% |
| YTD | +119.3% | +61.6% | +57.8% | +75.1% |
| 1Y | +84.3% | +78.7% | +5.5% | +40.4% |
| 3Y | +107.1% | +54.4% | +52.7% | +60.1% |
| 5Y | +249.9% | -25.3% | +275.2% | +263.2% |
| 10Y | +428.8% | +22.4% | +406.4% | +291.0% |
| All | +428.8% | +26.9% | +401.9% | +291.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling