+662.0%
PBR vs DINO
+492.4%
+169.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.9% |
| 7D | +5.4% | +2.3% | +3.1% | +4.4% |
| 30D | +22.9% | +22.6% | +0.2% | +13.3% |
| 3M | +19.6% | +55.2% | -35.6% | +0.2% |
| 6M | +16.5% | +93.8% | -77.3% | -10.9% |
| YTD | +86.7% | +139.5% | -52.9% | +29.9% |
| 1Y | +74.7% | +115.3% | -40.6% | +26.5% |
| 3Y | +102.6% | +98.8% | +3.8% | +46.4% |
| 5Y | +566.6% | +333.5% | +233.1% | +233.9% |
| All | +662.0% | +492.4% | +169.6% | +208.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling