-36.5%
SWKS vs DINO
+250.9%
-287.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.4% | +5.7% | +3.7% | +7.8% |
| 30D | +17.0% | -19.6% | +36.5% | +23.6% |
| 3M | +28.9% | +11.8% | +17.1% | +24.1% |
| 6M | +33.1% | +49.0% | -15.8% | +17.4% |
| YTD | +44.8% | +128.1% | -83.3% | +11.7% |
| 1Y | +36.2% | +96.3% | -60.1% | +9.8% |
| 3Y | +11.5% | +113.8% | -102.3% | -17.8% |
| All | -36.5% | +250.9% | -287.5% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling