+248.7%
DINO vs RCAT
+71.1%
+177.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.4% | -8.7% | +2.4% |
| 7D | -10.7% | +1.1% | -11.8% | -10.7% |
| 30D | -17.8% | -22.0% | +4.3% | -17.4% |
| 3M | +23.3% | -51.1% | +74.4% | +25.3% |
| 6M | +39.6% | -56.6% | +96.2% | +41.6% |
| YTD | +121.6% | -43.3% | +164.8% | +122.5% |
| 1Y | +88.2% | -51.5% | +139.7% | +89.4% |
| 3Y | +114.4% | +411.4% | -297.0% | +97.8% |
| 5Y | +248.7% | +74.4% | +174.3% | +238.5% |
| All | +248.7% | +71.1% | +177.6% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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