+111.1%
DINO vs AMRZ
-14.5%
+125.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.8% |
| 7D | +5.7% | -1.9% | +7.6% | +5.3% |
| 30D | +27.8% | -16.9% | +44.8% | +22.8% |
| 3M | +45.6% | -19.2% | +64.8% | +40.1% |
| 6M | +88.5% | -29.3% | +117.7% | +79.4% |
| YTD | +134.1% | -18.0% | +152.1% | +123.1% |
| 1Y | +111.1% | -15.1% | +126.2% | +98.5% |
| All | +111.1% | -14.5% | +125.6% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling