+107.9%
DINO vs SWK
+15.2%
+92.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +5.7% | -0.4% | +6.2% | +5.8% |
| 30D | +27.8% | -5.7% | +33.5% | +29.4% |
| 3M | +45.6% | +24.1% | +21.6% | +37.2% |
| 6M | +88.5% | +24.7% | +63.8% | +76.3% |
| YTD | +134.1% | +33.9% | +100.2% | +113.3% |
| 1Y | +111.1% | +34.7% | +76.4% | +90.8% |
| All | +107.9% | +15.2% | +92.7% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling