+333.0%
DINO vs PEG
+35.4%
+297.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +1.5% | -0.9% | +2.4% | +1.7% |
| 30D | +25.9% | -2.8% | +28.7% | +26.6% |
| 3M | +53.2% | -6.9% | +60.1% | +55.2% |
| 6M | +105.5% | -11.4% | +116.9% | +110.1% |
| YTD | +139.2% | -7.4% | +146.6% | +141.6% |
| 1Y | +117.4% | -8.3% | +125.6% | +120.0% |
| 3Y | +99.3% | +31.5% | +67.7% | +81.3% |
| 5Y | +333.0% | +38.0% | +295.1% | +284.9% |
| All | +333.0% | +35.4% | +297.6% | +284.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling