+249.9%
DINO vs STZ
-27.8%
+277.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -12.9% | +5.3% | -18.2% | -13.6% |
| 30D | -18.6% | +19.6% | -38.2% | -21.0% |
| 3M | +16.6% | +10.0% | +6.7% | +14.5% |
| 6M | +38.2% | -0.3% | +38.4% | +37.7% |
| YTD | +119.3% | +8.6% | +110.8% | +111.4% |
| 1Y | +84.3% | +16.6% | +67.7% | +73.7% |
| 3Y | +107.1% | -34.8% | +141.9% | +125.9% |
| 5Y | +249.9% | -27.8% | +277.8% | +242.5% |
| All | +249.9% | -27.8% | +277.8% | +242.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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