+328.7%
DINO vs PFGC
+111.7%
+217.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +2.0% | -3.7% | +5.7% | +2.7% |
| 30D | +27.7% | -16.0% | +43.6% | +32.0% |
| 3M | +56.3% | -4.1% | +60.4% | +56.8% |
| 6M | +107.6% | +8.7% | +98.8% | +101.1% |
| YTD | +140.2% | +6.4% | +133.8% | +132.5% |
| 1Y | +113.0% | -8.4% | +121.4% | +114.7% |
| 3Y | +100.1% | +61.8% | +38.3% | +74.2% |
| 5Y | +328.7% | +108.7% | +220.0% | +244.6% |
| All | +328.7% | +111.7% | +217.1% | +244.6% |
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