+2.5%
SW vs DINO
+245.2%
-242.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | +2.2% | -12.9% | +15.0% | +3.9% |
| 30D | +7.4% | -18.6% | +26.0% | +10.1% |
| 3M | -5.9% | +16.6% | -22.5% | -8.6% |
| 6M | +9.0% | +38.2% | -29.2% | +2.5% |
| YTD | +18.1% | +119.3% | -101.2% | +0.7% |
| 1Y | +28.7% | +84.3% | -55.6% | +13.5% |
| 3Y | +48.8% | +107.1% | -58.4% | +22.8% |
| 5Y | +2.5% | +249.9% | -247.5% | -21.7% |
| All | +2.5% | +245.2% | -242.7% | -21.7% |
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