+185.4%
SW vs DINO
+469.4%
-284.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | -0.7% |
| 7D | +4.7% | -12.6% | +17.3% | +6.3% |
| 30D | +5.0% | -14.7% | +19.7% | +6.8% |
| 3M | -7.3% | +18.6% | -25.9% | -9.8% |
| 6M | +15.0% | +33.0% | -18.0% | +9.7% |
| YTD | +18.5% | +117.1% | -98.6% | +4.7% |
| 1Y | +27.1% | +90.5% | -63.4% | +14.4% |
| 3Y | +49.3% | +96.0% | -46.7% | +31.3% |
| 5Y | -1.6% | +252.0% | -253.6% | -20.6% |
| All | +185.4% | +469.4% | -284.0% | +125.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling