+112.6%
DINO vs RMD
+68.4%
+44.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +4.5% | -0.2% | +4.7% | +4.5% |
| 30D | -20.3% | +1.6% | -22.0% | -20.5% |
| 3M | +16.2% | +6.0% | +10.2% | +15.4% |
| 6M | +44.1% | +17.9% | +26.2% | +41.4% |
| YTD | +126.9% | 0.0% | +126.9% | +127.2% |
| 1Y | +94.0% | -4.5% | +98.5% | +95.5% |
| All | +112.6% | +68.4% | +44.2% | +100.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling