+102.0%
DINO vs AZO
-7.5%
+109.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +3.9% | -11.7% | -7.1% |
| 7D | -6.6% | +5.3% | -11.9% | -5.8% |
| 30D | -9.2% | +18.4% | -27.7% | -7.0% |
| 3M | +19.2% | +9.8% | +9.4% | +21.2% |
| 6M | +47.6% | -4.5% | +52.1% | +48.3% |
| YTD | +132.2% | -1.9% | +134.2% | +136.8% |
| 1Y | +102.0% | -9.5% | +111.5% | +104.3% |
| All | +102.0% | -7.5% | +109.5% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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