+432.2%
DINO vs Z
-19.3%
+451.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.2% |
| 7D | +5.0% | -4.9% | +9.9% | +5.6% |
| 30D | -19.9% | +3.0% | -22.9% | -20.5% |
| 3M | +16.8% | -13.4% | +30.2% | +17.9% |
| 6M | +44.8% | -27.3% | +72.2% | +48.7% |
| YTD | +128.0% | -57.8% | +185.8% | +148.3% |
| 1Y | +95.0% | -60.0% | +155.0% | +113.5% |
| 3Y | +115.4% | -21.5% | +136.9% | +110.9% |
| 5Y | +252.6% | -55.0% | +307.5% | +258.5% |
| All | +432.2% | -19.3% | +451.5% | +315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling