+113.7%
DINO vs PFG
+81.7%
+32.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.6% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -19.9% | +5.0% | -24.9% | -22.1% |
| 3M | +16.8% | +0.1% | +16.7% | +16.1% |
| 6M | +44.8% | +13.8% | +31.0% | +33.6% |
| YTD | +128.0% | +31.2% | +96.8% | +92.3% |
| 1Y | +95.0% | +37.1% | +57.9% | +59.8% |
| All | +113.7% | +81.7% | +32.0% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling