+179.5%
SW vs DINO
+449.3%
-269.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.9% | -2.0% |
| 7D | -3.0% | +5.0% | -8.0% | -3.6% |
| 30D | +4.2% | -19.9% | +24.1% | +6.9% |
| 3M | -11.5% | +16.8% | -28.3% | -13.7% |
| 6M | +8.6% | +44.8% | -36.2% | +2.4% |
| YTD | +15.0% | +128.0% | -113.1% | +0.8% |
| 1Y | +25.7% | +95.0% | -69.3% | +12.6% |
| 3Y | +44.8% | +115.4% | -70.5% | +25.6% |
| 5Y | -1.7% | +252.6% | -254.3% | -21.1% |
| All | +179.5% | +449.3% | -269.8% | +113.8% |
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