+111.1%
DINO vs PFG
+51.4%
+59.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | +5.7% | +5.5% | +0.2% | +5.1% |
| 30D | +27.8% | +2.4% | +25.5% | +27.5% |
| 3M | +45.6% | +13.6% | +32.1% | +43.3% |
| 6M | +88.5% | +27.9% | +60.6% | +81.7% |
| YTD | +134.1% | +35.6% | +98.6% | +122.6% |
| 1Y | +111.1% | +48.5% | +62.6% | +100.5% |
| All | +111.1% | +51.4% | +59.7% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling