+11.6%
SWKS vs DINO
+114.1%
-102.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.6% |
| 7D | +10.9% | +4.5% | +6.4% | +9.3% |
| 30D | +17.6% | -20.3% | +37.9% | +25.9% |
| 3M | +29.2% | +16.2% | +13.0% | +21.4% |
| 6M | +37.0% | +44.1% | -7.1% | +18.3% |
| YTD | +44.9% | +126.9% | -81.9% | +3.8% |
| 1Y | +33.8% | +94.0% | -60.2% | +2.3% |
| All | +11.6% | +114.1% | -102.5% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling