+469.4%
PWR vs DINO
+326.7%
+142.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +4.2% | +2.3% | +1.9% | +3.7% |
| 30D | -4.0% | +22.6% | -26.7% | -7.8% |
| 3M | -4.8% | +55.2% | -60.0% | -12.7% |
| 6M | +14.6% | +93.8% | -79.1% | +0.1% |
| YTD | +54.2% | +139.5% | -85.3% | +27.7% |
| 1Y | +67.1% | +115.3% | -48.2% | +41.4% |
| 3Y | +218.5% | +98.8% | +119.7% | +167.0% |
| All | +469.4% | +326.7% | +142.7% | +281.6% |
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