+174.2%
DINO vs AMRZ
-20.3%
+194.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.6% |
| 7D | +1.5% | -8.1% | +9.6% | +0.2% |
| 30D | +25.9% | -14.8% | +40.8% | +22.8% |
| 3M | +53.2% | -19.7% | +72.9% | +48.4% |
| 6M | +105.5% | -30.8% | +136.3% | +96.9% |
| YTD | +139.2% | -24.3% | +163.5% | +127.4% |
| 1Y | +117.4% | -24.0% | +141.4% | +107.2% |
| All | +174.2% | -20.3% | +194.5% | +156.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling