+97.7%
DINO vs SWK
+46.5%
+51.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.6% | -3.9% | -6.0% |
| 7D | -12.6% | +11.3% | -23.9% | -14.7% |
| 30D | -14.7% | +28.1% | -42.8% | -19.4% |
| 3M | +18.6% | +12.6% | +6.0% | +15.1% |
| 6M | +33.0% | +51.7% | -18.7% | +18.8% |
| YTD | +117.1% | +60.0% | +57.2% | +89.0% |
| 1Y | +90.5% | +72.7% | +17.8% | +60.9% |
| All | +97.7% | +46.5% | +51.2% | +66.8% |
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