-62.8%
ZTS vs DINO
+319.5%
-382.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -4.5% | +1.5% | -6.0% | -4.6% |
| 30D | -3.3% | +25.9% | -29.2% | -4.8% |
| 3M | -9.7% | +53.2% | -62.9% | -12.3% |
| 6M | -38.8% | +105.5% | -144.3% | -42.0% |
| YTD | -41.2% | +139.2% | -180.4% | -45.2% |
| 1Y | -50.3% | +117.4% | -167.7% | -53.3% |
| 3Y | -59.1% | +99.3% | -158.4% | -62.4% |
| 5Y | -62.8% | +333.0% | -395.8% | -65.2% |
| All | -62.8% | +319.5% | -382.3% | -65.2% |
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