+303.6%
DINO vs HTZ
-85.9%
+389.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | +5.7% | +7.5% | -1.8% | +5.2% |
| 30D | +27.8% | +47.4% | -19.6% | +23.7% |
| 3M | +45.6% | -54.9% | +100.5% | +51.4% |
| 6M | +88.5% | -47.0% | +135.5% | +91.0% |
| YTD | +134.1% | -55.3% | +189.4% | +140.2% |
| 1Y | +111.1% | -57.6% | +168.8% | +115.1% |
| 3Y | +109.1% | -86.6% | +195.7% | +128.5% |
| All | +303.6% | -85.9% | +389.5% | +330.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling