+57.7%
AZN vs DINO
+326.7%
-269.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.6% | +2.3% | -3.9% | -1.6% |
| 30D | +1.1% | +22.6% | -21.6% | +0.6% |
| 3M | -12.1% | +55.2% | -67.4% | -13.0% |
| 6M | -17.1% | +93.8% | -110.9% | -18.8% |
| YTD | -12.0% | +139.5% | -151.5% | -14.7% |
| 1Y | -0.2% | +115.3% | -115.5% | -2.8% |
| 3Y | +26.8% | +98.8% | -72.0% | +23.2% |
| All | +57.7% | +326.7% | -269.0% | +55.2% |
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