+390.7%
ZS vs DINO
+210.0%
+180.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.8% | -7.4% | -4.9% |
| 7D | -9.2% | +4.2% | -13.4% | -9.7% |
| 30D | -4.0% | +33.9% | -37.9% | -7.2% |
| 3M | +25.3% | +50.5% | -25.3% | +19.3% |
| 6M | -1.3% | +95.2% | -96.5% | -8.8% |
| YTD | -28.0% | +140.6% | -168.6% | -35.2% |
| 1Y | -42.5% | +119.0% | -161.4% | -47.7% |
| 3Y | +0.7% | +100.4% | -99.7% | -9.6% |
| 5Y | -42.3% | +324.6% | -366.9% | -50.6% |
| All | +390.7% | +210.0% | +180.7% | +266.1% |
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