+2.9%
SWKS vs DINO
+118.1%
-115.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -0.9% | +1.5% |
| 7D | +11.8% | +4.2% | +7.6% | +11.2% |
| 30D | +6.7% | +33.9% | -27.1% | +2.5% |
| 3M | 0.0% | +50.5% | -50.5% | -5.9% |
| 6M | +38.7% | +95.2% | -56.4% | +27.2% |
| YTD | +21.4% | +140.6% | -119.2% | +8.3% |
| 1Y | +2.9% | +119.0% | -116.1% | -8.7% |
| All | +2.9% | +118.1% | -115.2% | -8.7% |
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 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