+55.7%
ZTS vs DINO
+492.4%
-436.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -3.7% | +2.3% | -6.1% | -4.0% |
| 30D | -0.8% | +22.6% | -23.4% | -3.0% |
| 3M | -9.7% | +55.2% | -65.0% | -14.1% |
| 6M | -38.4% | +93.8% | -132.2% | -43.0% |
| YTD | -41.1% | +139.5% | -180.6% | -47.0% |
| 1Y | -50.6% | +115.3% | -165.9% | -55.0% |
| 3Y | -59.1% | +98.8% | -157.9% | -63.1% |
| 5Y | -62.7% | +333.5% | -396.2% | -69.9% |
| All | +55.7% | +492.4% | -436.7% | +21.0% |
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 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