+370.3%
PCAR vs DINO
+491.0%
-120.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.5% | -2.3% |
| 7D | 0.0% | +4.2% | -4.1% | -0.8% |
| 30D | -7.7% | +33.9% | -41.6% | -13.3% |
| 3M | +3.7% | +50.5% | -46.8% | -5.3% |
| 6M | +2.3% | +95.2% | -92.9% | -12.4% |
| YTD | +12.8% | +140.6% | -127.8% | -8.1% |
| 1Y | +27.8% | +119.0% | -91.2% | +5.9% |
| 3Y | +61.8% | +100.4% | -38.6% | +33.6% |
| 5Y | +168.2% | +324.6% | -156.4% | +83.2% |
| All | +370.3% | +491.0% | -120.7% | +174.8% |
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