+100.4%
DINO vs RBA
+29.1%
+71.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.7% | +3.1% |
| 7D | +4.2% | -1.1% | +5.2% | +4.3% |
| 30D | +33.9% | -13.2% | +47.1% | +36.9% |
| 3M | +50.5% | -21.4% | +71.9% | +56.0% |
| 6M | +95.2% | -20.9% | +116.0% | +101.8% |
| YTD | +140.6% | -19.9% | +160.4% | +146.8% |
| 1Y | +119.0% | -28.7% | +147.6% | +131.0% |
| 3Y | +100.4% | +27.4% | +73.0% | +90.7% |
| All | +100.4% | +29.1% | +71.3% | +90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling