+243.9%
DINO vs PRU
+36.1%
+207.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.8% |
| 7D | -15.5% | +2.4% | -17.9% | -17.0% |
| 30D | -16.0% | +6.1% | -22.1% | -19.2% |
| 3M | +17.9% | -0.7% | +18.7% | +17.5% |
| 6M | +38.5% | +22.1% | +16.5% | +22.0% |
| YTD | +115.8% | +9.8% | +106.1% | +101.0% |
| 1Y | +87.1% | +19.4% | +67.8% | +64.9% |
| 3Y | +96.5% | +50.4% | +46.1% | +47.0% |
| All | +243.9% | +36.1% | +207.8% | +165.2% |
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