+294.9%
SCHW vs DINO
+492.4%
-197.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.9% | +2.3% | -4.2% | -2.5% |
| 30D | -1.6% | +22.6% | -24.3% | -7.3% |
| 3M | +21.3% | +55.2% | -34.0% | +6.2% |
| 6M | +16.5% | +93.8% | -77.3% | -5.2% |
| YTD | +8.4% | +139.5% | -131.1% | -18.0% |
| 1Y | +15.6% | +115.3% | -99.7% | -10.0% |
| 3Y | +86.8% | +98.8% | -11.9% | +44.5% |
| 5Y | +60.5% | +333.5% | -273.0% | -8.6% |
| All | +294.9% | +492.4% | -197.5% | +93.9% |
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 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