+19,020.7%
DINO vs RMD
+36,837.6%
-17,817.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +5.7% | -5.0% | +10.7% | +6.6% |
| 30D | +27.8% | +2.2% | +25.6% | +27.3% |
| 3M | +45.6% | +17.8% | +27.8% | +41.2% |
| 6M | +88.5% | -11.3% | +99.8% | +91.0% |
| YTD | +134.1% | -4.4% | +138.5% | +134.1% |
| 1Y | +111.1% | -15.7% | +126.8% | +115.5% |
| 3Y | +109.1% | +47.7% | +61.4% | +91.0% |
| 5Y | +307.2% | -19.2% | +326.4% | +306.0% |
| 10Y | +495.9% | +280.4% | +215.5% | +352.8% |
| All | +19,020.7% | +36,837.6% | -17,817.0% | +10,354.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling