+489.2%
DINO vs RBA
+189.2%
+300.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +2.0% | -1.9% | +3.9% | +2.4% |
| 30D | +27.7% | -13.0% | +40.7% | +31.6% |
| 3M | +56.3% | -23.1% | +79.4% | +65.1% |
| 6M | +107.6% | -22.6% | +130.1% | +118.4% |
| YTD | +140.2% | -20.4% | +160.6% | +149.9% |
| 1Y | +113.0% | -29.6% | +142.6% | +128.2% |
| 3Y | +100.1% | +26.6% | +73.5% | +83.0% |
| 5Y | +328.7% | +38.2% | +290.6% | +273.9% |
| 10Y | +489.2% | +194.7% | +294.4% | +257.5% |
| All | +489.2% | +189.2% | +300.0% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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