+11,236.1%
DINO vs PRU
+814.1%
+10,421.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | -2.7% | -2.8% | +0.1% | -1.4% |
| 30D | -17.2% | +8.5% | -25.7% | -20.5% |
| 3M | +18.9% | +1.7% | +17.2% | +17.3% |
| 6M | +40.6% | +24.8% | +15.8% | +26.5% |
| YTD | +125.9% | +13.3% | +112.7% | +110.9% |
| 1Y | +90.9% | +21.4% | +69.6% | +72.6% |
| 3Y | +113.4% | +54.8% | +58.6% | +72.7% |
| 5Y | +258.3% | +42.4% | +216.0% | +199.4% |
| 10Y | +446.1% | +98.4% | +347.7% | +296.2% |
| All | +11,236.1% | +814.1% | +10,421.9% | +3,957.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling