+542.7%
PBR vs DINO
+326.7%
+216.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.9% |
| 7D | +5.4% | +2.3% | +3.1% | +4.5% |
| 30D | +22.9% | +22.6% | +0.2% | +14.3% |
| 3M | +19.6% | +55.2% | -35.6% | +2.0% |
| 6M | +16.5% | +93.8% | -77.3% | -8.4% |
| YTD | +86.7% | +139.5% | -52.9% | +34.6% |
| 1Y | +74.7% | +115.3% | -40.6% | +30.7% |
| 3Y | +102.6% | +98.8% | +3.8% | +50.6% |
| All | +542.7% | +326.7% | +216.0% | +249.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling