+50.4%
AMZN vs DINO
+250.9%
-200.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | +5.7% | -2.9% | +2.1% |
| 30D | +5.0% | -19.6% | +24.5% | +7.9% |
| 3M | +0.6% | +11.8% | -11.2% | -1.8% |
| 6M | -1.3% | +49.0% | -50.2% | -8.3% |
| YTD | +15.5% | +128.1% | -112.6% | -1.9% |
| 1Y | +12.2% | +96.3% | -84.1% | -1.8% |
| 3Y | +87.0% | +113.8% | -26.8% | +54.5% |
| All | +50.4% | +250.9% | -200.5% | +11.4% |
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