+7.0%
SHW vs DINO
+105.4%
-98.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -7.8% | +14.4% | +5.1% |
| 7D | +13.3% | -6.6% | +19.9% | +11.9% |
| 30D | +14.1% | -9.2% | +23.4% | +12.5% |
| 3M | +0.8% | +19.2% | -18.5% | +5.1% |
| 6M | +17.6% | +47.6% | -29.9% | +27.6% |
| YTD | +13.0% | +132.2% | -119.3% | +21.5% |
| 1Y | +7.0% | +102.0% | -95.0% | +15.6% |
| All | +7.0% | +105.4% | -98.4% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling