+96.3%
DINO vs HTZ
-75.7%
+172.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | -0.1% |
| 7D | +5.7% | -8.5% | +14.2% | +5.4% |
| 30D | -19.6% | -18.9% | -0.6% | -19.8% |
| 3M | +11.8% | -36.0% | +47.8% | +10.3% |
| 6M | +49.0% | -74.6% | +123.5% | +43.7% |
| YTD | +128.1% | -70.8% | +198.9% | +119.1% |
| 1Y | +96.3% | -75.3% | +171.6% | +90.5% |
| All | +96.3% | -75.7% | +172.0% | +90.5% |
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