+10.2%
SHW vs DINO
+250.9%
-240.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.9% | +5.7% | -3.8% | +1.8% |
| 30D | +8.1% | -19.6% | +27.6% | +8.6% |
| 3M | -2.8% | +11.8% | -14.6% | -3.3% |
| 6M | +15.0% | +49.0% | -33.9% | +12.9% |
| YTD | +9.0% | +128.1% | -119.1% | +3.2% |
| 1Y | +4.5% | +96.3% | -91.8% | +0.1% |
| 3Y | +41.9% | +113.8% | -71.9% | +31.6% |
| All | +10.2% | +250.9% | -240.7% | +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