+8,007.1%
SWKS vs DINO
+19,474.2%
-11,467.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +12.5% | +5.7% | +6.8% | +11.1% |
| 30D | +10.5% | +27.8% | -17.3% | +4.0% |
| 3M | -7.4% | +45.6% | -53.0% | -15.8% |
| 6M | +32.7% | +88.5% | -55.8% | +13.1% |
| YTD | +19.2% | +134.1% | -115.0% | -4.0% |
| 1Y | +2.4% | +111.1% | -108.7% | -15.7% |
| 3Y | -25.6% | +109.1% | -134.7% | -39.5% |
| 5Y | -53.4% | +307.2% | -360.6% | -68.6% |
| 10Y | +23.2% | +495.9% | -472.8% | -31.4% |
| All | +8,007.1% | +19,474.2% | -11,467.1% | +2,516.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling