+432.4%
DINO vs RMD
+347.3%
+85.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | 0.0% |
| 7D | +5.7% | +2.1% | +3.6% | +5.3% |
| 30D | -19.6% | +2.1% | -21.6% | -20.2% |
| 3M | +11.8% | +6.2% | +5.6% | +9.8% |
| 6M | +49.0% | +19.4% | +29.6% | +41.8% |
| YTD | +128.1% | +0.5% | +127.6% | +125.0% |
| 1Y | +96.3% | -3.9% | +100.2% | +95.6% |
| 3Y | +113.8% | +72.5% | +41.2% | +79.2% |
| 5Y | +252.7% | -1.5% | +254.2% | +235.6% |
| All | +432.4% | +347.3% | +85.0% | +234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling