+27.1%
SW vs DINO
+87.5%
-60.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -1.0% |
| 7D | +2.3% | -15.5% | +17.8% | 0.0% |
| 30D | +6.8% | -16.0% | +22.7% | +4.5% |
| 3M | -5.2% | +17.9% | -23.1% | -2.5% |
| 6M | +7.4% | +38.5% | -31.1% | +13.0% |
| YTD | +17.4% | +115.8% | -98.4% | +17.3% |
| 1Y | +27.1% | +87.1% | -60.0% | +27.5% |
| All | +27.1% | +87.5% | -60.4% | +27.5% |
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 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