+446.1%
DINO vs PRU
+102.7%
+343.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | -2.7% | -2.8% | +0.1% | -0.7% |
| 30D | -17.2% | +8.5% | -25.7% | -22.5% |
| 3M | +18.9% | +1.7% | +17.2% | +16.2% |
| 6M | +40.6% | +24.8% | +15.8% | +18.3% |
| YTD | +125.9% | +13.3% | +112.7% | +101.5% |
| 1Y | +90.9% | +21.4% | +69.6% | +61.4% |
| 3Y | +113.4% | +54.8% | +58.6% | +47.3% |
| 5Y | +258.3% | +42.4% | +216.0% | +156.6% |
| 10Y | +446.1% | +98.4% | +347.7% | +147.6% |
| All | +446.1% | +102.7% | +343.5% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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