+1,158.7%
PSX vs DINO
+528.1%
+630.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | +7.8% | +5.7% | +2.1% | +4.3% |
| 30D | -10.9% | -19.6% | +8.7% | +1.4% |
| 3M | +14.5% | +11.8% | +2.7% | +6.8% |
| 6M | +56.1% | +49.0% | +7.2% | +22.4% |
| YTD | +109.6% | +128.1% | -18.5% | +26.1% |
| 1Y | +95.5% | +96.3% | -0.8% | +28.6% |
| 3Y | +156.2% | +113.8% | +42.4% | +57.3% |
| 5Y | +310.0% | +252.7% | +57.3% | +82.3% |
| 10Y | +368.0% | +451.4% | -83.4% | +51.9% |
| All | +1,158.7% | +528.1% | +630.6% | +269.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling