+442.4%
HWM vs DINO
+107.2%
+335.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -2.1% | +5.7% | -7.8% | -2.8% |
| 30D | -11.0% | +27.8% | -38.8% | -13.8% |
| 3M | +4.0% | +45.6% | -41.6% | -1.4% |
| 6M | -0.2% | +88.5% | -88.7% | -10.7% |
| YTD | +26.7% | +134.1% | -107.5% | +6.7% |
| 1Y | +44.7% | +111.1% | -66.4% | +24.9% |
| All | +442.4% | +107.2% | +335.1% | +331.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling