+1,678.6%
PBR vs DINO
+33,122.6%
-31,444.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | +4.2% | +1.5% | +2.8% | +3.6% |
| 30D | +22.7% | +25.9% | -3.2% | +11.1% |
| 3M | +21.5% | +53.2% | -31.7% | +0.8% |
| 6M | +24.0% | +105.5% | -81.5% | -9.5% |
| YTD | +88.2% | +139.2% | -51.0% | +27.2% |
| 1Y | +74.8% | +117.4% | -42.6% | +22.7% |
| 3Y | +105.1% | +99.3% | +5.8% | +44.0% |
| 5Y | +572.2% | +333.0% | +239.2% | +219.6% |
| 10Y | +692.7% | +486.9% | +205.9% | +180.0% |
| All | +1,678.6% | +33,122.6% | -31,444.0% | +147.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling