+251.1%
PH vs DINO
+328.2%
-77.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | 0.0% | +2.0% | -2.0% | -0.4% |
| 30D | -10.3% | +27.7% | -38.0% | -14.9% |
| 3M | +5.1% | +56.3% | -51.2% | -5.2% |
| 6M | +2.3% | +107.6% | -105.3% | -14.9% |
| YTD | +8.7% | +140.2% | -131.5% | -13.7% |
| 1Y | +26.8% | +113.0% | -86.2% | +3.7% |
| 3Y | +139.2% | +100.1% | +39.1% | +89.4% |
| 5Y | +251.1% | +328.7% | -77.6% | +127.5% |
| All | +251.1% | +328.2% | -77.1% | +127.5% |
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