+474.3%
DINO vs PFGC
+294.6%
+179.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | 0.0% |
| 7D | +1.5% | -4.8% | +6.3% | +2.9% |
| 30D | +25.9% | -17.2% | +43.1% | +32.4% |
| 3M | +53.2% | -6.3% | +59.5% | +55.2% |
| 6M | +105.5% | +8.8% | +96.6% | +97.8% |
| YTD | +139.2% | +4.9% | +134.3% | +131.4% |
| 1Y | +117.4% | -9.5% | +126.9% | +119.3% |
| 3Y | +99.3% | +59.6% | +39.7% | +69.2% |
| 5Y | +333.0% | +113.5% | +219.5% | +225.6% |
| All | +474.3% | +294.6% | +179.7% | +316.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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