+313.2%
DINO vs RBA
+47.5%
+265.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +5.7% | -2.9% | +8.6% | +6.3% |
| 30D | +27.8% | -12.3% | +40.1% | +30.9% |
| 3M | +45.6% | -20.5% | +66.2% | +51.4% |
| 6M | +88.5% | -18.5% | +107.0% | +94.6% |
| YTD | +134.1% | -18.2% | +152.3% | +140.6% |
| 1Y | +111.1% | -27.5% | +138.6% | +122.7% |
| 3Y | +109.1% | +38.1% | +71.0% | +91.6% |
| All | +313.2% | +47.5% | +265.7% | +266.4% |
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