+100.4%
DINO vs RMD
+52.4%
+48.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +5.9% | +3.0% |
| 7D | +4.2% | -4.5% | +8.6% | +4.6% |
| 30D | +33.9% | +4.6% | +29.3% | +33.2% |
| 3M | +50.5% | +14.8% | +35.8% | +47.8% |
| 6M | +95.2% | -12.1% | +107.2% | +98.6% |
| YTD | +140.6% | -7.5% | +148.0% | +142.6% |
| 1Y | +119.0% | -20.1% | +139.0% | +125.9% |
| 3Y | +100.4% | +53.9% | +46.5% | +82.2% |
| All | +100.4% | +52.4% | +48.0% | +82.2% |
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