+1,581.2%
HWM vs DINO
+488.0%
+1,093.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -8.0% | +2.0% | -10.0% | -8.7% |
| 30D | -18.0% | +27.7% | -45.7% | -24.5% |
| 3M | -9.5% | +56.3% | -65.8% | -22.5% |
| 6M | -8.4% | +107.6% | -115.9% | -29.9% |
| YTD | +13.6% | +140.2% | -126.5% | -18.2% |
| 1Y | +30.2% | +113.0% | -82.7% | -2.6% |
| 3Y | +392.2% | +100.1% | +292.2% | +262.4% |
| 5Y | +645.2% | +328.7% | +316.4% | +286.4% |
| All | +1,581.2% | +488.0% | +1,093.2% | +683.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling