+252.6%
DINO vs PFGC
+129.0%
+123.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.1% | +1.1% |
| 7D | +5.0% | +0.3% | +4.8% | +5.0% |
| 30D | -19.9% | +16.1% | -36.1% | -22.2% |
| 3M | +16.8% | +2.4% | +14.4% | +16.1% |
| 6M | +44.8% | +15.7% | +29.1% | +39.7% |
| YTD | +128.0% | +22.3% | +105.8% | +114.8% |
| 1Y | +95.0% | +13.9% | +81.1% | +87.3% |
| 3Y | +115.4% | +80.3% | +35.1% | +83.8% |
| 5Y | +252.6% | +136.1% | +116.5% | +182.4% |
| All | +252.6% | +129.0% | +123.5% | +182.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling