+55.5%
ZM vs DINO
+187.5%
-131.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.8% | -7.6% | -4.7% |
| 7D | +1.6% | +4.2% | -2.6% | +1.8% |
| 30D | -7.7% | +33.9% | -41.6% | -6.5% |
| 3M | -4.7% | +50.5% | -55.2% | -2.9% |
| 6M | +24.4% | +95.2% | -70.7% | +28.7% |
| YTD | +11.8% | +140.6% | -128.8% | +17.1% |
| 1Y | +13.4% | +119.0% | -105.6% | +18.3% |
| 3Y | +33.8% | +100.4% | -66.5% | +36.7% |
| 5Y | -67.2% | +324.6% | -391.7% | -61.4% |
| All | +55.5% | +187.5% | -131.9% | +118.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling