+161.4%
DINO vs AMRZ
-19.2%
+180.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | +0.1% |
| 7D | +5.7% | -2.1% | +7.8% | +5.3% |
| 30D | -19.6% | +13.0% | -32.5% | -17.7% |
| 3M | +11.8% | -12.1% | +23.9% | +10.1% |
| 6M | +49.0% | -19.1% | +68.1% | +45.5% |
| YTD | +128.1% | -23.3% | +151.4% | +118.4% |
| 1Y | +96.3% | -16.6% | +112.9% | +86.5% |
| All | +161.4% | -19.2% | +180.6% | +146.5% |
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 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