+328.7%
DINO vs RMD
-22.9%
+351.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +2.0% | -4.7% | +6.7% | +2.5% |
| 30D | +27.7% | +0.2% | +27.4% | +27.6% |
| 3M | +56.3% | +12.0% | +44.3% | +53.8% |
| 6M | +107.6% | -12.5% | +120.1% | +110.7% |
| YTD | +140.2% | -7.9% | +148.1% | +141.9% |
| 1Y | +113.0% | -20.4% | +133.4% | +118.9% |
| 3Y | +100.1% | +53.1% | +46.9% | +86.7% |
| 5Y | +328.7% | -22.1% | +350.9% | +295.8% |
| All | +328.7% | -22.9% | +351.7% | +295.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling