+113.8%
DINO vs PEG
+36.1%
+77.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | +5.7% | +4.5% | +1.2% | +5.1% |
| 30D | -19.6% | +7.5% | -27.1% | -20.3% |
| 3M | +11.8% | +0.8% | +11.0% | +11.6% |
| 6M | +49.0% | 0.0% | +48.9% | +48.5% |
| YTD | +128.1% | -3.0% | +131.2% | +127.8% |
| 1Y | +96.3% | -4.7% | +101.0% | +96.9% |
| 3Y | +113.8% | +36.5% | +77.3% | +96.2% |
| All | +113.8% | +36.1% | +77.7% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 3y: compounded portfolio wealth divided by compounded PEG 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…
3y analysis · Full analysis span regression · 6 months rolling