+797.8%
PH vs DINO
+492.4%
+305.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -1.3% | +2.3% | -3.6% | -2.0% |
| 30D | -11.0% | +22.6% | -33.6% | -16.5% |
| 3M | +5.5% | +55.2% | -49.7% | -8.5% |
| 6M | +1.5% | +93.8% | -92.3% | -18.9% |
| YTD | +8.8% | +139.5% | -130.7% | -19.7% |
| 1Y | +24.5% | +115.3% | -90.8% | -5.2% |
| 3Y | +141.2% | +98.8% | +42.4% | +83.0% |
| 5Y | +256.3% | +333.5% | -77.2% | +97.4% |
| All | +797.8% | +492.4% | +305.4% | +328.3% |
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