+86.1%
DINO vs SWK
+79.5%
+6.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.2% | +3.1% |
| 7D | -10.7% | +10.7% | -21.3% | -8.8% |
| 30D | -17.8% | +33.3% | -51.1% | -14.5% |
| 3M | +23.3% | +14.7% | +8.6% | +26.2% |
| 6M | +39.6% | +48.5% | -9.0% | +46.5% |
| YTD | +121.6% | +63.9% | +57.7% | +137.5% |
| All | +86.1% | +79.5% | +6.6% | +100.4% |
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