+328.7%
DINO vs PSA
+10.8%
+317.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | +0.2% |
| 7D | +2.0% | -2.2% | +4.2% | +2.3% |
| 30D | +27.7% | -9.6% | +37.2% | +29.6% |
| 3M | +56.3% | -7.9% | +64.2% | +57.9% |
| 6M | +107.6% | -2.0% | +109.5% | +107.0% |
| YTD | +140.2% | +15.7% | +124.4% | +131.3% |
| 1Y | +113.0% | +5.8% | +107.2% | +108.7% |
| 3Y | +100.1% | +21.6% | +78.5% | +89.0% |
| 5Y | +328.7% | +13.1% | +315.6% | +295.9% |
| All | +328.7% | +10.8% | +317.9% | +295.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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