+474.3%
DINO vs RMD
+276.6%
+197.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +1.5% | -4.2% | +5.7% | +2.4% |
| 30D | +25.9% | -2.1% | +28.0% | +26.3% |
| 3M | +53.2% | +13.8% | +39.4% | +48.1% |
| 6M | +105.5% | -10.6% | +116.1% | +109.0% |
| YTD | +139.2% | -8.1% | +147.3% | +141.4% |
| 1Y | +117.4% | -18.0% | +135.3% | +125.2% |
| 3Y | +99.3% | +52.9% | +46.4% | +72.1% |
| 5Y | +333.0% | -22.3% | +355.3% | +341.1% |
| All | +474.3% | +276.6% | +197.8% | +257.9% |
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