+342.0%
DINO vs PR
+169.5%
+172.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | +5.7% | +2.9% | +2.8% | +5.0% |
| 30D | +27.8% | +18.0% | +9.8% | +22.9% |
| 3M | +45.6% | +16.9% | +28.8% | +40.2% |
| 6M | +88.5% | +28.2% | +60.3% | +77.7% |
| YTD | +134.1% | +69.3% | +64.8% | +106.9% |
| 1Y | +111.1% | +69.5% | +41.6% | +86.2% |
| 3Y | +109.1% | +81.7% | +27.4% | +80.7% |
| 5Y | +307.2% | +422.2% | -115.1% | +175.9% |
| 10Y | +495.9% | +110.4% | +385.6% | +339.8% |
| All | +342.0% | +169.5% | +172.5% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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