+66.8%
PPL vs DINO
+421.6%
-354.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | 0.0% | -12.9% | +12.9% | +1.8% |
| 30D | +4.3% | -18.6% | +22.9% | +7.0% |
| 3M | +2.9% | +16.6% | -13.7% | +0.3% |
| 6M | +1.1% | +38.2% | -37.0% | -4.2% |
| YTD | +4.5% | +119.3% | -114.9% | -8.1% |
| 1Y | +0.1% | +84.3% | -84.2% | -9.6% |
| 3Y | +55.7% | +107.1% | -51.4% | +35.7% |
| 5Y | +47.6% | +249.9% | -202.3% | +14.1% |
| 10Y | +66.8% | +428.8% | -361.9% | +16.7% |
| All | +66.8% | +421.6% | -354.7% | +16.7% |
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