+378.1%
PSX vs DINO
+492.4%
-114.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +1.7% | +2.3% | -0.6% | +0.3% |
| 30D | +15.6% | +22.6% | -7.0% | +1.6% |
| 3M | +46.5% | +55.2% | -8.8% | +10.8% |
| 6M | +55.0% | +93.8% | -38.8% | +1.8% |
| YTD | +105.3% | +139.5% | -34.2% | +17.0% |
| 1Y | +101.6% | +115.3% | -13.7% | +22.6% |
| 3Y | +134.1% | +98.8% | +35.3% | +46.4% |
| 5Y | +368.7% | +333.5% | +35.2% | +75.3% |
| All | +378.1% | +492.4% | -114.3% | +63.0% |
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