+10,141.5%
DINO vs PFG
+985.4%
+9,156.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +5.7% | +2.4% | +3.3% | +4.6% |
| 30D | -19.6% | +5.9% | -25.4% | -21.8% |
| 3M | +11.8% | -0.4% | +12.2% | +11.3% |
| 6M | +49.0% | +14.8% | +34.1% | +39.0% |
| YTD | +128.1% | +31.9% | +96.2% | +99.5% |
| 1Y | +96.3% | +38.8% | +57.5% | +67.8% |
| 3Y | +113.8% | +82.4% | +31.4% | +61.7% |
| 5Y | +252.7% | +94.7% | +158.0% | +156.7% |
| 10Y | +451.4% | +187.0% | +264.4% | +244.0% |
| All | +10,141.5% | +985.4% | +9,156.2% | +3,568.6% |
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