+23,761.0%
PH vs DINO
+19,474.2%
+4,286.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -3.1% | +5.7% | -8.8% | -4.4% |
| 30D | -3.2% | +27.8% | -31.1% | -9.1% |
| 3M | +10.6% | +45.6% | -35.0% | 0.0% |
| 6M | -2.1% | +88.5% | -90.6% | -17.8% |
| YTD | +10.2% | +134.1% | -123.9% | -12.9% |
| 1Y | +28.2% | +111.1% | -82.9% | +3.7% |
| 3Y | +134.9% | +109.1% | +25.8% | +86.9% |
| 5Y | +253.6% | +307.2% | -53.5% | +130.1% |
| 10Y | +804.7% | +495.9% | +308.8% | +400.9% |
| All | +23,761.0% | +19,474.2% | +4,286.8% | +7,441.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling