+286.4%
DINO vs PBF
+289.1%
-2.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.2% |
| 7D | +5.7% | +6.5% | -0.8% | +2.3% |
| 30D | -19.6% | -20.0% | +0.4% | -10.1% |
| 3M | +11.8% | -3.3% | +15.1% | +12.7% |
| 6M | +49.0% | +76.8% | -27.8% | +9.1% |
| YTD | +128.1% | +168.9% | -40.8% | +31.8% |
| 1Y | +96.3% | +96.4% | -0.1% | +32.2% |
| 3Y | +113.8% | +77.2% | +36.6% | +41.2% |
| 5Y | +252.7% | +417.7% | -165.1% | +25.0% |
| 10Y | +451.4% | +264.7% | +186.7% | +58.1% |
| All | +286.4% | +289.1% | -2.7% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling