+251.3%
DINO vs HTZ
-91.9%
+343.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -20.8% | +14.3% | -5.2% |
| 7D | -12.6% | -7.7% | -4.9% | -12.3% |
| 30D | -14.7% | -13.1% | -1.6% | -14.2% |
| 3M | +18.6% | +14.7% | +3.8% | +15.9% |
| 6M | +33.0% | -70.6% | +103.6% | +41.9% |
| YTD | +117.1% | -65.2% | +182.3% | +125.7% |
| 1Y | +90.5% | -73.2% | +163.7% | +102.4% |
| 3Y | +96.0% | -80.8% | +176.8% | +100.9% |
| 5Y | +252.0% | -94.8% | +346.8% | +301.6% |
| All | +251.3% | -91.9% | +343.1% | +283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling