+743.1%
SW vs DINO
+970.8%
-227.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -7.8% | +11.8% | +4.6% |
| 7D | +12.1% | -6.6% | +18.7% | +12.5% |
| 30D | +6.6% | -9.2% | +15.8% | +7.1% |
| 3M | -6.0% | +19.2% | -25.2% | -7.3% |
| 6M | +21.5% | +47.6% | -26.1% | +17.9% |
| YTD | +20.3% | +132.2% | -111.9% | +12.8% |
| 1Y | +28.1% | +102.0% | -73.8% | +21.2% |
| 3Y | +51.6% | +109.7% | -58.1% | +41.7% |
| 5Y | -0.1% | +282.9% | -283.0% | -10.0% |
| 10Y | +189.7% | +516.4% | -326.7% | +155.8% |
| All | +743.1% | +970.8% | -227.8% | +732.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling