+59.5%
SCHW vs DINO
+326.7%
-267.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.9% | +2.3% | -4.2% | -2.3% |
| 30D | -1.6% | +22.6% | -24.3% | -5.5% |
| 3M | +21.3% | +55.2% | -34.0% | +10.9% |
| 6M | +16.5% | +93.8% | -77.3% | +1.3% |
| YTD | +8.4% | +139.5% | -131.1% | -10.8% |
| 1Y | +15.6% | +115.3% | -99.7% | -2.7% |
| 3Y | +86.8% | +98.8% | -11.9% | +55.1% |
| All | +59.5% | +326.7% | -267.2% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling