+252.4%
DINO vs RIO
+90.3%
+162.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +5.7% | -0.9% | +6.6% | +6.0% |
| 30D | -19.6% | -9.1% | -10.5% | -17.3% |
| 3M | +11.8% | -13.7% | +25.5% | +16.5% |
| 6M | +49.0% | -24.3% | +73.3% | +61.5% |
| YTD | +128.1% | +8.9% | +119.2% | +111.8% |
| 1Y | +96.3% | +22.7% | +73.6% | +73.1% |
| 3Y | +113.8% | +51.2% | +62.6% | +70.2% |
| All | +252.4% | +90.3% | +162.1% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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