+328.7%
DINO vs PHM
+152.6%
+176.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | 0.0% |
| 7D | +2.0% | -3.9% | +5.8% | +2.6% |
| 30D | +27.7% | -8.6% | +36.2% | +29.5% |
| 3M | +56.3% | -2.9% | +59.2% | +55.9% |
| 6M | +107.6% | -5.7% | +113.3% | +107.3% |
| YTD | +140.2% | +1.9% | +138.3% | +134.9% |
| 1Y | +113.0% | -12.3% | +125.3% | +115.3% |
| 3Y | +100.1% | +50.8% | +49.3% | +75.9% |
| 5Y | +328.7% | +157.3% | +171.4% | +216.3% |
| All | +328.7% | +152.6% | +176.2% | +216.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling