+258.3%
DINO vs SWK
-26.0%
+284.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.1% |
| 7D | -2.7% | -2.3% | -0.4% | -2.3% |
| 30D | -17.2% | +30.4% | -47.7% | -21.9% |
| 3M | +18.9% | +12.1% | +6.8% | +15.7% |
| 6M | +40.6% | +49.1% | -8.5% | +27.7% |
| YTD | +125.9% | +60.4% | +65.5% | +99.8% |
| 1Y | +90.9% | +78.3% | +12.6% | +63.8% |
| 3Y | +113.4% | +53.3% | +60.0% | +85.9% |
| 5Y | +258.3% | -27.0% | +285.3% | +227.8% |
| All | +258.3% | -26.0% | +284.3% | +227.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling