+248.7%
DINO vs RBA
+47.6%
+201.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.2% | +2.2% |
| 7D | -10.7% | +2.5% | -13.2% | -11.1% |
| 30D | -17.8% | +11.6% | -29.3% | -19.5% |
| 3M | +23.3% | +1.5% | +21.8% | +22.6% |
| 6M | +39.6% | -6.6% | +46.2% | +40.5% |
| YTD | +121.6% | -6.3% | +127.8% | +121.6% |
| 1Y | +88.2% | -4.0% | +92.2% | +87.1% |
| 3Y | +114.4% | +47.3% | +67.1% | +94.2% |
| 5Y | +248.7% | +47.7% | +201.0% | +223.2% |
| All | +248.7% | +47.6% | +201.1% | +223.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling