+475.0%
DINO vs PHM
+568.1%
-93.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | +2.3% | -5.0% | +7.3% | +3.8% |
| 30D | +22.6% | -8.4% | +31.1% | +25.7% |
| 3M | +55.2% | -4.4% | +59.7% | +55.8% |
| 6M | +93.8% | -3.7% | +97.5% | +92.0% |
| YTD | +139.5% | +1.3% | +138.2% | +132.4% |
| 1Y | +115.3% | -14.0% | +129.3% | +119.6% |
| 3Y | +98.8% | +48.1% | +50.7% | +63.6% |
| 5Y | +333.5% | +158.8% | +174.7% | +178.7% |
| All | +475.0% | +568.1% | -93.2% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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