+258.4%
DINO vs HTZ
-92.6%
+351.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -10.7% | -16.4% | +5.8% | -9.8% |
| 30D | -17.8% | -15.1% | -2.7% | -17.1% |
| 3M | +23.3% | -28.2% | +51.5% | +24.9% |
| 6M | +39.6% | -73.1% | +112.6% | +49.8% |
| YTD | +121.6% | -68.3% | +189.9% | +131.6% |
| 1Y | +88.2% | -75.2% | +163.5% | +100.9% |
| 3Y | +114.4% | -81.1% | +195.5% | +118.7% |
| 5Y | +248.7% | -95.0% | +343.7% | +298.6% |
| All | +258.4% | -92.6% | +351.0% | +293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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