+328.7%
DINO vs STZ
-38.0%
+366.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.2% |
| 7D | +2.0% | -6.0% | +8.0% | +3.0% |
| 30D | +27.7% | -8.9% | +36.6% | +29.6% |
| 3M | +56.3% | -12.6% | +68.8% | +59.5% |
| 6M | +107.6% | -17.2% | +124.8% | +113.1% |
| YTD | +140.2% | -10.0% | +150.2% | +139.1% |
| 1Y | +113.0% | -14.3% | +127.3% | +114.6% |
| 3Y | +100.1% | -49.9% | +150.0% | +134.4% |
| 5Y | +328.7% | -38.2% | +367.0% | +324.9% |
| All | +328.7% | -38.0% | +366.7% | +324.9% |
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