+753.2%
MTZ vs DINO
+490.1%
+263.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | +2.3% | +2.0% | +0.3% | +1.6% |
| 30D | -10.3% | +27.7% | -38.0% | -17.6% |
| 3M | -31.8% | +56.3% | -88.1% | -41.8% |
| 6M | -19.2% | +107.6% | -126.7% | -38.0% |
| YTD | +10.7% | +140.2% | -129.5% | -20.3% |
| 1Y | +37.5% | +113.0% | -75.4% | +3.0% |
| 3Y | +162.4% | +100.1% | +62.3% | +94.0% |
| 5Y | +166.3% | +328.7% | -162.4% | +38.9% |
| 10Y | +753.2% | +489.2% | +264.0% | +241.8% |
| All | +753.2% | +490.1% | +263.1% | +241.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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