+18,151.2%
DINO vs PTC
+8,885.1%
+9,266.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -12.9% | +1.3% | -14.2% | -13.0% |
| 30D | -18.6% | +1.1% | -19.7% | -18.7% |
| 3M | +16.6% | +30.1% | -13.5% | +12.1% |
| 6M | +38.2% | +34.0% | +4.1% | +32.0% |
| YTD | +119.3% | +12.8% | +106.5% | +113.4% |
| 1Y | +84.3% | +10.7% | +73.5% | +79.7% |
| 3Y | +107.1% | +29.6% | +77.5% | +97.5% |
| 5Y | +249.9% | +63.5% | +186.4% | +222.3% |
| 10Y | +428.8% | +316.7% | +112.1% | +336.2% |
| All | +18,151.2% | +8,885.1% | +9,266.0% | +12,435.4% |
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 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