+18,930.0%
DINO vs STZ
+10,917.0%
+8,012.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -17.2% | +14.9% | -32.2% | -19.9% |
| 3M | +18.9% | +8.4% | +10.5% | +16.4% |
| 6M | +40.6% | +2.8% | +37.8% | +38.7% |
| YTD | +125.9% | +7.5% | +118.4% | +118.8% |
| 1Y | +90.9% | +12.5% | +78.4% | +82.8% |
| 3Y | +113.4% | -35.4% | +148.8% | +128.3% |
| 5Y | +258.3% | -29.3% | +287.6% | +274.3% |
| 10Y | +446.1% | +11.8% | +434.4% | +420.2% |
| All | +18,930.0% | +10,917.0% | +8,012.9% | +12,228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling