+294.9%
ZETA vs DINO
+250.9%
+44.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +18.1% | +5.7% | +12.4% | +16.7% |
| 30D | +13.6% | -19.6% | +33.1% | +18.7% |
| 3M | +23.7% | +11.8% | +11.9% | +20.1% |
| 6M | +128.5% | +49.0% | +79.5% | +106.8% |
| YTD | +80.1% | +128.1% | -48.0% | +45.5% |
| 1Y | +98.0% | +96.3% | +1.7% | +66.0% |
| 3Y | +348.6% | +113.8% | +234.8% | +250.2% |
| All | +294.9% | +250.9% | +44.0% | +170.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling