+303.6%
DINO vs PRU
+48.6%
+255.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +5.7% | +1.9% | +3.9% | +4.5% |
| 30D | +27.8% | +2.7% | +25.1% | +25.8% |
| 3M | +45.6% | +19.5% | +26.2% | +30.8% |
| 6M | +88.5% | +26.6% | +61.8% | +62.3% |
| YTD | +134.1% | +12.3% | +121.8% | +116.4% |
| 1Y | +111.1% | +18.0% | +93.1% | +88.2% |
| 3Y | +109.1% | +47.0% | +62.1% | +58.8% |
| All | +303.6% | +48.6% | +255.1% | +192.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling