+428.8%
DINO vs RBA
+225.5%
+203.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -12.9% | +3.2% | -16.1% | -13.5% |
| 30D | -18.6% | +12.0% | -30.6% | -20.8% |
| 3M | +16.6% | +2.9% | +13.7% | +15.4% |
| 6M | +38.2% | -6.3% | +44.4% | +39.0% |
| YTD | +119.3% | -5.9% | +125.2% | +119.1% |
| 1Y | +84.3% | -3.9% | +88.2% | +83.0% |
| 3Y | +107.1% | +64.9% | +42.2% | +78.7% |
| 5Y | +249.9% | +48.5% | +201.5% | +202.6% |
| 10Y | +428.8% | +211.8% | +217.0% | +239.1% |
| All | +428.8% | +225.5% | +203.3% | +239.1% |
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