+17,968.2%
DINO vs SWK
+1,542.3%
+16,425.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.6% | -3.9% | -5.6% |
| 7D | -12.6% | +11.3% | -23.9% | -16.4% |
| 30D | -14.7% | +28.1% | -42.8% | -22.3% |
| 3M | +18.6% | +12.6% | +6.0% | +12.5% |
| 6M | +33.0% | +51.7% | -18.7% | +12.4% |
| YTD | +117.1% | +60.0% | +57.2% | +77.7% |
| 1Y | +90.5% | +72.7% | +17.8% | +51.1% |
| 3Y | +96.0% | +46.3% | +49.7% | +59.4% |
| 5Y | +252.0% | -24.6% | +276.6% | +246.2% |
| 10Y | +476.3% | +32.2% | +444.1% | +352.3% |
| All | +17,968.2% | +1,542.3% | +16,425.9% | +9,010.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling