+12.9%
SHW vs DINO
+328.2%
-315.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -3.2% | +2.0% | -5.2% | -3.3% |
| 30D | -11.4% | +27.7% | -39.1% | -12.1% |
| 3M | +3.5% | +56.3% | -52.8% | +1.7% |
| 6M | -3.4% | +107.6% | -110.9% | -7.1% |
| YTD | -0.3% | +140.2% | -140.5% | -5.5% |
| 1Y | -10.4% | +113.0% | -123.4% | -14.3% |
| 3Y | +21.3% | +100.1% | -78.8% | +13.5% |
| 5Y | +12.9% | +328.7% | -315.9% | +2.5% |
| All | +12.9% | +328.2% | -315.3% | +2.5% |
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