+24,016.6%
PH vs DINO
+18,790.9%
+5,225.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.1% |
| 7D | +6.9% | -2.7% | +9.6% | +7.6% |
| 30D | +1.7% | -17.2% | +18.9% | +6.2% |
| 3M | -8.1% | +18.9% | -27.1% | -12.6% |
| 6M | +11.5% | +40.6% | -29.1% | +1.0% |
| YTD | +11.4% | +125.9% | -114.6% | -11.7% |
| 1Y | +14.1% | +90.9% | -76.8% | -5.7% |
| 3Y | +138.2% | +113.4% | +24.9% | +88.1% |
| 5Y | +216.0% | +258.3% | -42.3% | +111.7% |
| 10Y | +710.0% | +446.1% | +263.8% | +357.4% |
| All | +24,016.6% | +18,790.9% | +5,225.7% | +7,549.9% |
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