+174.6%
ZTS vs DINO
+239.7%
-65.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -2.0% | +5.7% | -7.7% | -2.6% |
| 30D | +1.9% | +27.8% | -25.9% | -1.0% |
| 3M | -4.0% | +45.6% | -49.6% | -8.3% |
| 6M | -39.1% | +88.5% | -127.6% | -43.8% |
| YTD | -38.8% | +134.1% | -172.9% | -45.2% |
| 1Y | -49.6% | +111.1% | -160.7% | -54.3% |
| 3Y | -59.0% | +109.1% | -168.1% | -63.4% |
| 5Y | -61.8% | +307.2% | -368.9% | -69.3% |
| 10Y | +61.4% | +495.9% | -434.5% | +13.5% |
| All | +174.6% | +239.7% | -65.1% | +103.0% |
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