+45.5%
AMZN vs DINO
+321.1%
-275.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -1.0% | +2.0% | -3.0% | -1.3% |
| 30D | -9.2% | +27.7% | -36.9% | -12.6% |
| 3M | +3.4% | +56.3% | -52.9% | -3.8% |
| 6M | +18.2% | +107.6% | -89.3% | +4.3% |
| YTD | +9.3% | +140.2% | -130.8% | -6.8% |
| 1Y | +5.9% | +113.0% | -107.0% | -7.8% |
| 3Y | +82.6% | +100.1% | -17.5% | +54.2% |
| All | +45.5% | +321.1% | -275.6% | +5.2% |
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