+1,547.2%
HWM vs DINO
+485.7%
+1,061.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -12.5% | +1.5% | -14.0% | -13.0% |
| 30D | -19.0% | +25.9% | -44.9% | -25.0% |
| 3M | -8.6% | +53.2% | -61.8% | -21.2% |
| 6M | -10.2% | +105.5% | -115.6% | -31.0% |
| YTD | +11.3% | +139.2% | -127.9% | -19.8% |
| 1Y | +24.3% | +117.4% | -93.1% | -7.7% |
| 3Y | +382.3% | +99.3% | +283.0% | +255.5% |
| 5Y | +640.6% | +333.0% | +307.6% | +282.4% |
| All | +1,547.2% | +485.7% | +1,061.4% | +668.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DINO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling