+367.0%
PSX vs DINO
+319.5%
+47.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +1.5% | +1.5% | 0.0% | +0.5% |
| 30D | +15.8% | +25.9% | -10.1% | -0.4% |
| 3M | +43.0% | +53.2% | -10.2% | +8.1% |
| 6M | +61.1% | +105.5% | -44.4% | +0.5% |
| YTD | +104.5% | +139.2% | -34.7% | +14.3% |
| 1Y | +102.5% | +117.4% | -14.9% | +20.2% |
| 3Y | +133.5% | +99.3% | +34.2% | +41.4% |
| 5Y | +367.0% | +333.0% | +33.9% | +74.5% |
| All | +367.0% | +319.5% | +47.4% | +74.5% |
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