+51,606.2%
SCHW vs DINO
+19,903.2%
+31,703.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -2.8% | +1.5% | -4.2% | -3.1% |
| 30D | -0.1% | +25.9% | -26.0% | -5.6% |
| 3M | +20.6% | +53.2% | -32.6% | +8.2% |
| 6M | +15.9% | +105.5% | -89.5% | -3.8% |
| YTD | +8.5% | +139.2% | -130.8% | -13.8% |
| 1Y | +17.8% | +117.4% | -99.5% | -4.5% |
| 3Y | +88.5% | +99.3% | -10.8% | +52.5% |
| 5Y | +60.6% | +333.0% | -272.4% | +3.6% |
| 10Y | +298.0% | +486.9% | -188.8% | +122.0% |
| All | +51,606.2% | +19,903.2% | +31,703.0% | +17,399.0% |
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