+302.5%
PSX vs DINO
+250.9%
+51.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | +7.8% | +5.7% | +2.1% | +4.0% |
| 30D | -10.9% | -19.6% | +8.7% | +2.4% |
| 3M | +14.5% | +11.8% | +2.7% | +6.3% |
| 6M | +56.1% | +49.0% | +7.2% | +20.0% |
| YTD | +109.6% | +128.1% | -18.5% | +20.8% |
| 1Y | +95.5% | +96.3% | -0.8% | +24.2% |
| 3Y | +156.2% | +113.8% | +42.4% | +48.8% |
| All | +302.5% | +250.9% | +51.6% | +76.8% |
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