+168.3%
DINO vs AMRZ
-13.6%
+181.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.8% |
| 7D | +5.7% | -1.9% | +7.6% | +5.4% |
| 30D | +27.8% | -16.9% | +44.8% | +24.0% |
| 3M | +45.6% | -19.2% | +64.8% | +41.5% |
| 6M | +88.5% | -29.3% | +117.7% | +82.4% |
| YTD | +134.1% | -18.0% | +152.1% | +125.3% |
| 1Y | +111.1% | -15.1% | +126.2% | +102.7% |
| All | +168.3% | -13.6% | +181.9% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling