+35.2%
PFE vs DINO
+490.1%
-454.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -4.3% | +2.0% | -6.2% | -4.5% |
| 30D | +2.7% | +27.7% | -25.0% | -0.3% |
| 3M | +10.0% | +56.3% | -46.3% | +4.0% |
| 6M | +7.2% | +107.6% | -100.4% | -2.4% |
| YTD | +17.3% | +140.2% | -122.9% | +4.5% |
| 1Y | +20.3% | +113.0% | -92.7% | +8.7% |
| 3Y | -1.6% | +100.1% | -101.7% | -11.9% |
| 5Y | -21.4% | +328.7% | -350.1% | -38.2% |
| 10Y | +35.2% | +489.2% | -453.9% | -10.2% |
| All | +35.2% | +490.1% | -454.8% | -10.2% |
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 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