+489.2%
DINO vs Z
-5.7%
+494.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +2.0% | -7.1% | +9.0% | +2.8% |
| 30D | +27.7% | -4.8% | +32.5% | +28.2% |
| 3M | +56.3% | -9.3% | +65.6% | +57.3% |
| 6M | +107.6% | -29.0% | +136.5% | +114.2% |
| YTD | +140.2% | -52.9% | +193.1% | +159.5% |
| 1Y | +113.0% | -63.1% | +176.1% | +136.7% |
| 3Y | +100.1% | -36.9% | +136.9% | +102.8% |
| 5Y | +328.7% | -65.5% | +394.2% | +352.2% |
| 10Y | +489.2% | -3.9% | +493.0% | +357.6% |
| All | +489.2% | -5.7% | +494.9% | +357.6% |
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