+1,520.0%
HWM vs DINO
+453.2%
+1,066.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +1.3% |
| 7D | +5.0% | -2.7% | +7.7% | +5.9% |
| 30D | +1.5% | -17.2% | +18.7% | +7.5% |
| 3M | -20.3% | +18.9% | -39.2% | -25.3% |
| 6M | -18.0% | +40.6% | -58.6% | -28.0% |
| YTD | +9.5% | +125.9% | -116.4% | -20.1% |
| 1Y | +7.5% | +90.9% | -83.5% | -16.9% |
| 3Y | +355.7% | +113.4% | +242.3% | +225.5% |
| 5Y | +610.2% | +258.3% | +351.9% | +293.0% |
| 10Y | +1,516.8% | +446.1% | +1,070.6% | +666.0% |
| All | +1,520.0% | +453.2% | +1,066.9% | +665.9% |
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