+84.3%
DINO vs HTZ
-77.9%
+162.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.0% | +7.0% | -1.3% |
| 7D | -12.9% | -27.5% | +14.7% | -13.7% |
| 30D | -18.6% | -21.9% | +3.3% | -19.0% |
| 3M | +16.6% | -29.2% | +45.9% | +15.7% |
| 6M | +38.2% | -75.2% | +113.4% | +33.3% |
| YTD | +119.3% | -70.8% | +190.2% | +110.6% |
| 1Y | +84.3% | -76.1% | +160.4% | +78.5% |
| All | +84.3% | -77.9% | +162.2% | +78.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling