+476.6%
DINO vs PFG
+244.6%
+232.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | +2.0% | +3.2% | -1.3% | -0.6% |
| 30D | +27.7% | +0.9% | +26.7% | +26.4% |
| 3M | +56.3% | +7.7% | +48.6% | +47.1% |
| 6M | +107.6% | +29.0% | +78.6% | +70.3% |
| YTD | +140.2% | +32.5% | +107.7% | +92.8% |
| 1Y | +113.0% | +47.3% | +65.7% | +57.1% |
| 3Y | +100.1% | +68.2% | +31.8% | +31.6% |
| 5Y | +328.7% | +108.5% | +220.3% | +129.5% |
| All | +476.6% | +244.6% | +232.0% | +75.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling