+430.9%
DINO vs PRU
+115.4%
+315.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +1.0% |
| 7D | -10.7% | +3.2% | -13.8% | -13.1% |
| 30D | -17.8% | +7.9% | -25.7% | -22.7% |
| 3M | +23.3% | +1.8% | +21.5% | +20.5% |
| 6M | +39.6% | +24.1% | +15.4% | +17.9% |
| YTD | +121.6% | +12.4% | +109.2% | +98.8% |
| 1Y | +88.2% | +20.9% | +67.3% | +59.7% |
| 3Y | +114.4% | +55.5% | +58.9% | +47.7% |
| 5Y | +248.7% | +42.7% | +206.0% | +149.5% |
| 10Y | +430.9% | +106.1% | +324.7% | +164.1% |
| All | +430.9% | +115.4% | +315.5% | +164.1% |
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