-43.6%
SWKS vs DINO
+245.4%
-289.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -6.2% | -15.5% | +9.3% | -1.9% |
| 30D | -1.5% | -16.0% | +14.5% | +2.7% |
| 3M | +23.0% | +17.9% | +5.0% | +16.3% |
| 6M | +27.6% | +38.5% | -10.9% | +14.7% |
| YTD | +32.3% | +115.8% | -83.5% | +3.6% |
| 1Y | +20.1% | +87.1% | -67.0% | -2.0% |
| 3Y | +0.6% | +96.5% | -95.9% | -24.3% |
| All | -43.6% | +245.4% | -289.0% | -62.7% |
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 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