+250.8%
DINO vs RMD
-1.8%
+252.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -20.6% |
| 3M | +16.2% | +6.0% | +10.2% | +15.2% |
| 6M | +44.1% | +17.9% | +26.2% | +40.7% |
| YTD | +126.9% | 0.0% | +126.9% | +126.1% |
| 1Y | +94.0% | -4.5% | +98.5% | +94.6% |
| 3Y | +114.2% | +70.8% | +43.4% | +96.6% |
| 5Y | +250.8% | -2.0% | +252.8% | +245.0% |
| All | +250.8% | -1.8% | +252.5% | +245.0% |
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