+54.5%
PCG vs DINO
+307.7%
-253.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.5% |
| 7D | -13.9% | +5.7% | -19.6% | -14.5% |
| 30D | -16.9% | +27.8% | -44.7% | -19.5% |
| 3M | -14.7% | +45.6% | -60.4% | -19.0% |
| 6M | -23.8% | +88.5% | -112.3% | -30.5% |
| YTD | -10.5% | +134.1% | -144.6% | -21.2% |
| 1Y | -5.1% | +111.1% | -116.2% | -15.3% |
| 3Y | -11.6% | +109.1% | -120.7% | -22.3% |
| All | +54.5% | +307.7% | -253.3% | +11.1% |
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 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