+96.5%
DINO vs HTZ
-82.6%
+179.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.4% | +7.8% | -0.3% |
| 7D | -15.5% | -14.6% | -0.9% | -15.0% |
| 30D | -16.0% | -20.8% | +4.8% | -15.3% |
| 3M | +17.9% | -18.8% | +36.7% | +18.2% |
| 6M | +38.5% | -74.7% | +113.2% | +46.3% |
| YTD | +115.8% | -68.1% | +183.9% | +122.3% |
| 1Y | +87.1% | -73.5% | +160.6% | +95.1% |
| 3Y | +96.5% | -81.8% | +178.3% | +93.8% |
| All | +96.5% | -82.6% | +179.1% | +93.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling