+242.7%
PWR vs DINO
+115.3%
+127.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +11.3% | +5.7% | +5.6% | +10.4% |
| 30D | -8.9% | -19.6% | +10.7% | -6.3% |
| 3M | -10.5% | +11.8% | -22.3% | -11.5% |
| 6M | -22.2% | +49.0% | -71.1% | -25.7% |
| YTD | +42.7% | +128.1% | -85.4% | +27.9% |
| 1Y | +41.1% | +96.3% | -55.2% | +29.7% |
| 3Y | +242.7% | +113.8% | +129.0% | +194.9% |
| All | +242.7% | +115.3% | +127.5% | +194.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling