+111.1%
DINO vs PTC
-33.3%
+144.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.4% |
| 7D | +5.7% | -10.3% | +16.0% | +6.3% |
| 30D | +27.8% | +1.1% | +26.7% | +27.7% |
| 3M | +45.6% | +1.6% | +44.0% | +45.0% |
| 6M | +88.5% | -13.5% | +101.9% | +87.4% |
| YTD | +134.1% | -19.1% | +153.2% | +133.4% |
| 1Y | +111.1% | -33.9% | +145.0% | +107.4% |
| All | +111.1% | -33.3% | +144.4% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling