+243.9%
DINO vs SWK
-25.5%
+269.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -15.5% | +11.0% | -26.5% | -17.5% |
| 30D | -16.0% | +30.1% | -46.0% | -20.6% |
| 3M | +17.9% | +14.7% | +3.3% | +14.1% |
| 6M | +38.5% | +44.5% | -6.0% | +26.7% |
| YTD | +115.8% | +59.4% | +56.5% | +91.1% |
| 1Y | +87.1% | +77.5% | +9.6% | +60.6% |
| 3Y | +96.5% | +49.5% | +47.1% | +72.0% |
| All | +243.9% | -25.5% | +269.4% | +211.5% |
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