+324.6%
DINO vs PFG
+110.7%
+213.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.5% |
| 7D | +4.2% | +6.0% | -1.8% | +0.7% |
| 30D | +33.9% | +2.2% | +31.6% | +31.9% |
| 3M | +50.5% | +10.4% | +40.2% | +41.6% |
| 6M | +95.2% | +27.8% | +67.4% | +67.6% |
| YTD | +140.6% | +33.6% | +106.9% | +100.7% |
| 1Y | +119.0% | +49.3% | +69.7% | +69.8% |
| 3Y | +100.4% | +69.7% | +30.6% | +42.6% |
| 5Y | +324.6% | +111.3% | +213.2% | +146.9% |
| All | +324.6% | +110.7% | +213.9% | +146.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling