+47.1%
PPL vs DINO
+250.9%
-203.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.4% | +5.7% | -6.1% | -0.7% |
| 30D | +2.6% | -19.6% | +22.2% | +3.9% |
| 3M | +0.8% | +11.8% | -11.0% | -0.1% |
| 6M | +1.4% | +49.0% | -47.5% | -1.7% |
| YTD | +4.3% | +128.1% | -123.8% | -2.7% |
| 1Y | +0.8% | +96.3% | -95.5% | -4.8% |
| 3Y | +57.9% | +113.8% | -55.9% | +46.9% |
| All | +47.1% | +250.9% | -203.9% | +29.8% |
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