+249.9%
DINO vs PTC
+61.7%
+188.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -12.9% | +1.3% | -14.2% | -13.1% |
| 30D | -18.6% | +1.1% | -19.7% | -18.8% |
| 3M | +16.6% | +30.1% | -13.5% | +9.4% |
| 6M | +38.2% | +34.0% | +4.1% | +28.1% |
| YTD | +119.3% | +12.8% | +106.5% | +112.2% |
| 1Y | +84.3% | +10.7% | +73.5% | +79.2% |
| 3Y | +107.1% | +29.6% | +77.5% | +88.1% |
| 5Y | +249.9% | +63.5% | +186.4% | +192.9% |
| All | +249.9% | +61.7% | +188.2% | +192.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling