+113.0%
DINO vs PTC
-39.6%
+152.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | 0.0% |
| 7D | +2.0% | -13.6% | +15.5% | +2.7% |
| 30D | +27.7% | -14.7% | +42.3% | +28.6% |
| 3M | +56.3% | -5.9% | +62.2% | +56.2% |
| 6M | +107.6% | -21.1% | +128.7% | +108.0% |
| YTD | +140.2% | -26.0% | +166.2% | +142.5% |
| 1Y | +113.0% | -36.8% | +149.8% | +124.1% |
| All | +113.0% | -39.6% | +152.6% | +124.1% |
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