+4,678.0%
AZN vs DINO
+16,795.5%
-12,117.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.6% | +2.3% | -3.9% | -1.8% |
| 30D | +1.1% | +22.6% | -21.6% | -0.9% |
| 3M | -12.1% | +55.2% | -67.4% | -15.8% |
| 6M | -17.1% | +93.8% | -110.9% | -22.5% |
| YTD | -12.0% | +139.5% | -151.5% | -19.6% |
| 1Y | -0.2% | +115.3% | -115.5% | -8.0% |
| 3Y | +26.8% | +98.8% | -72.0% | +16.4% |
| 5Y | +56.9% | +333.5% | -276.6% | +30.9% |
| 10Y | +226.7% | +487.5% | -260.8% | +147.8% |
| All | +4,678.0% | +16,795.5% | -12,117.4% | +2,700.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling