+1,773.8%
HWM vs DINO
+473.2%
+1,300.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | -2.1% | +5.7% | -7.8% | -3.9% |
| 30D | -11.0% | +27.8% | -38.8% | -17.9% |
| 3M | +4.0% | +45.6% | -41.6% | -8.9% |
| 6M | -0.2% | +88.5% | -88.7% | -21.1% |
| YTD | +26.7% | +134.1% | -107.5% | -8.0% |
| 1Y | +44.7% | +111.1% | -66.4% | +8.6% |
| 3Y | +426.1% | +109.1% | +317.0% | +280.7% |
| 5Y | +738.5% | +307.2% | +431.3% | +343.4% |
| All | +1,773.8% | +473.2% | +1,300.6% | +781.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling