+475.0%
DINO vs AZO
+296.8%
+178.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +2.3% | -3.6% | +5.9% | +3.2% |
| 30D | +22.6% | -5.6% | +28.2% | +24.3% |
| 3M | +55.2% | -6.6% | +61.9% | +57.2% |
| 6M | +93.8% | -22.5% | +116.3% | +105.1% |
| YTD | +139.5% | -15.2% | +154.7% | +146.3% |
| 1Y | +115.3% | -33.9% | +149.2% | +137.3% |
| 3Y | +98.8% | +11.8% | +87.0% | +83.0% |
| 5Y | +333.5% | +85.5% | +248.0% | +227.1% |
| All | +475.0% | +296.8% | +178.1% | +254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling