+18,881.2%
DINO vs PHM
+11,720.3%
+7,160.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.7% | -4.1% | +9.8% | +6.6% |
| 30D | -19.6% | +16.1% | -35.7% | -22.5% |
| 3M | +11.8% | -2.5% | +14.3% | +11.7% |
| 6M | +49.0% | +12.9% | +36.0% | +43.0% |
| YTD | +128.1% | +9.0% | +119.1% | +119.0% |
| 1Y | +96.3% | +8.2% | +88.1% | +88.5% |
| 3Y | +113.8% | +58.4% | +55.3% | +85.8% |
| 5Y | +252.7% | +159.2% | +93.5% | +167.6% |
| 10Y | +451.4% | +676.9% | -225.4% | +221.4% |
| All | +18,881.2% | +11,720.3% | +7,160.8% | +8,025.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling