+10,410.8%
DINO vs PFG
+1,015.3%
+9,395.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | +5.7% | +5.5% | +0.2% | +3.1% |
| 30D | +27.8% | +2.4% | +25.5% | +26.3% |
| 3M | +45.6% | +13.6% | +32.1% | +37.2% |
| 6M | +88.5% | +27.9% | +60.6% | +68.0% |
| YTD | +134.1% | +35.6% | +98.6% | +103.2% |
| 1Y | +111.1% | +48.5% | +62.6% | +75.5% |
| 3Y | +109.1% | +66.9% | +42.2% | +64.8% |
| 5Y | +307.2% | +111.0% | +196.2% | +187.8% |
| 10Y | +495.9% | +244.5% | +251.4% | +249.2% |
| All | +10,410.8% | +1,015.3% | +9,395.5% | +3,636.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling