+19,380.1%
DINO vs PTC
+6,346.6%
+13,033.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | 0.0% |
| 7D | +5.7% | -10.3% | +16.0% | +7.1% |
| 30D | +27.8% | +1.1% | +26.7% | +27.5% |
| 3M | +45.6% | +1.6% | +44.0% | +44.8% |
| 6M | +88.5% | -13.5% | +101.9% | +90.8% |
| YTD | +134.1% | -19.1% | +153.2% | +138.6% |
| 1Y | +111.1% | -33.9% | +145.0% | +120.3% |
| 3Y | +109.1% | -3.9% | +113.0% | +108.0% |
| 5Y | +307.2% | +6.0% | +301.1% | +297.3% |
| 10Y | +495.9% | +223.7% | +272.2% | +410.9% |
| All | +19,380.1% | +6,346.6% | +13,033.5% | +13,914.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling