+243.8%
ZETA vs DINO
+255.4%
-11.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | -6.5% | +1.5% | -8.0% | -6.8% |
| 30D | +4.8% | +25.9% | -21.1% | -0.5% |
| 3M | +53.3% | +53.2% | +0.2% | +38.3% |
| 6M | +66.8% | +105.5% | -38.6% | +39.5% |
| YTD | +50.2% | +139.2% | -89.1% | +20.1% |
| 1Y | +62.0% | +117.4% | -55.3% | +32.4% |
| 3Y | +276.4% | +99.3% | +177.1% | +198.5% |
| 5Y | +341.6% | +333.0% | +8.6% | +184.1% |
| All | +243.8% | +255.4% | -11.6% | +132.6% |
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