-39.6%
ZS vs DINO
+319.5%
-359.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -8.1% | +1.5% | -9.5% | -8.4% |
| 30D | -8.4% | +25.9% | -34.4% | -13.0% |
| 3M | +31.1% | +53.2% | -22.1% | +18.9% |
| 6M | +4.4% | +105.5% | -101.1% | -11.3% |
| YTD | -27.3% | +139.2% | -166.6% | -40.7% |
| 1Y | -41.4% | +117.4% | -158.7% | -51.2% |
| 3Y | +1.7% | +99.3% | -97.6% | -17.5% |
| 5Y | -39.6% | +333.0% | -372.6% | -54.5% |
| All | -39.6% | +319.5% | -359.1% | -54.5% |
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