+16,226.8%
DINO vs AZO
+41,812.3%
-25,585.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | +1.5% | -2.9% | +4.4% | +2.1% |
| 30D | +25.9% | -5.3% | +31.2% | +27.2% |
| 3M | +53.2% | -7.3% | +60.5% | +55.0% |
| 6M | +105.5% | -22.7% | +128.1% | +114.6% |
| YTD | +139.2% | -15.0% | +154.3% | +144.6% |
| 1Y | +117.4% | -32.2% | +149.6% | +132.1% |
| 3Y | +99.3% | +10.0% | +89.3% | +90.8% |
| 5Y | +333.0% | +85.8% | +247.2% | +267.9% |
| 10Y | +486.9% | +298.9% | +188.0% | +320.9% |
| All | +16,226.8% | +41,812.3% | -25,585.4% | +8,162.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling