+476.6%
DINO vs PBF
+364.0%
+112.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | +2.0% | +1.4% | +0.6% | +1.3% |
| 30D | +27.7% | +15.8% | +11.8% | +18.4% |
| 3M | +56.3% | +90.3% | -34.0% | +11.9% |
| 6M | +107.6% | +102.8% | +4.7% | +42.2% |
| YTD | +140.2% | +187.3% | -47.2% | +36.6% |
| 1Y | +113.0% | +161.8% | -48.9% | +24.2% |
| 3Y | +100.1% | +55.5% | +44.6% | +43.1% |
| 5Y | +328.7% | +801.9% | -473.2% | +17.3% |
| All | +476.6% | +364.0% | +112.6% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling