+46.0%
SWKS vs DINO
+447.4%
-401.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.0% | +3.0% | +5.2% |
| 7D | +5.7% | -2.7% | +8.4% | +6.4% |
| 30D | +17.3% | -17.2% | +34.6% | +22.5% |
| 3M | +28.3% | +18.9% | +9.3% | +22.1% |
| 6M | +26.1% | +40.6% | -14.5% | +14.5% |
| YTD | +41.1% | +125.9% | -84.9% | +12.8% |
| 1Y | +31.4% | +90.9% | -59.5% | +9.6% |
| 3Y | +7.3% | +113.4% | -106.1% | -15.3% |
| 5Y | -37.7% | +258.3% | -296.0% | -57.5% |
| 10Y | +46.0% | +446.1% | -400.1% | -9.1% |
| All | +46.0% | +447.4% | -401.4% | -9.1% |
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