+31.0%
SWKS vs DINO
+496.4%
-465.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -0.9% | +1.2% |
| 7D | +11.8% | +4.2% | +7.6% | +10.7% |
| 30D | +6.7% | +33.9% | -27.1% | -0.8% |
| 3M | 0.0% | +50.5% | -50.5% | -10.1% |
| 6M | +38.7% | +95.2% | -56.4% | +16.7% |
| YTD | +21.4% | +140.6% | -119.2% | -3.6% |
| 1Y | +2.9% | +119.0% | -116.1% | -16.6% |
| 3Y | -16.4% | +100.4% | -116.8% | -32.7% |
| 5Y | -51.2% | +324.6% | -375.7% | -67.7% |
| 10Y | +31.0% | +485.3% | -454.3% | -16.7% |
| All | +31.0% | +496.4% | -465.4% | -16.7% |
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 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