+72.9%
PBR vs DINO
+105.4%
-32.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -7.8% | +0.8% | -4.6% |
| 7D | -11.0% | -6.6% | -4.4% | -9.0% |
| 30D | -18.8% | -9.2% | -9.5% | -16.7% |
| 3M | +7.8% | +19.2% | -11.4% | +1.6% |
| 6M | -7.6% | +47.6% | -55.2% | -18.6% |
| YTD | +72.7% | +132.2% | -59.6% | +29.8% |
| 1Y | +72.9% | +102.0% | -29.0% | +37.9% |
| All | +72.9% | +105.4% | -32.4% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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