+175.2%
DINO vs AMRZ
-19.2%
+194.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | -0.5% |
| 7D | +2.0% | -4.7% | +6.6% | +1.2% |
| 30D | +27.7% | -11.3% | +39.0% | +25.3% |
| 3M | +56.3% | -22.1% | +78.3% | +50.8% |
| 6M | +107.6% | -29.6% | +137.1% | +99.3% |
| YTD | +140.2% | -23.3% | +163.5% | +128.8% |
| 1Y | +113.0% | -23.7% | +136.7% | +103.6% |
| All | +175.2% | -19.2% | +194.5% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling