+489.2%
DINO vs PTC
+196.2%
+293.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +0.9% |
| 7D | +2.0% | -13.6% | +15.5% | +6.6% |
| 30D | +27.7% | -14.7% | +42.3% | +33.8% |
| 3M | +56.3% | -5.9% | +62.2% | +57.4% |
| 6M | +107.6% | -21.1% | +128.7% | +120.8% |
| YTD | +140.2% | -26.0% | +166.2% | +159.9% |
| 1Y | +113.0% | -36.8% | +149.8% | +143.0% |
| 3Y | +100.1% | -10.3% | +110.3% | +97.8% |
| 5Y | +328.7% | +1.2% | +327.6% | +295.6% |
| 10Y | +489.2% | +198.3% | +290.9% | +265.8% |
| All | +489.2% | +196.2% | +293.0% | +265.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling