+285.9%
PCAR vs DINO
+449.3%
-163.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.9% |
| 7D | +2.1% | +5.0% | -2.9% | +1.1% |
| 30D | -1.2% | -19.9% | +18.7% | +3.1% |
| 3M | -18.6% | +16.8% | -35.4% | -21.8% |
| 6M | -5.1% | +44.8% | -49.9% | -13.3% |
| YTD | -1.8% | +128.0% | -129.8% | -19.7% |
| 1Y | +10.6% | +95.0% | -84.4% | -6.4% |
| 3Y | +34.9% | +115.4% | -80.4% | +9.2% |
| 5Y | +114.0% | +252.6% | -138.6% | +51.1% |
| All | +285.9% | +449.3% | -163.4% | +121.1% |
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