+328.7%
DINO vs RRC
+154.4%
+174.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +2.0% | -1.7% | +3.7% | +2.6% |
| 30D | +27.7% | +3.6% | +24.1% | +26.1% |
| 3M | +56.3% | +8.8% | +47.4% | +51.6% |
| 6M | +107.6% | +0.8% | +106.8% | +106.5% |
| YTD | +140.2% | +19.0% | +121.2% | +125.2% |
| 1Y | +113.0% | +22.9% | +90.1% | +96.6% |
| 3Y | +100.1% | +32.3% | +67.8% | +76.5% |
| 5Y | +328.7% | +151.6% | +177.2% | +217.2% |
| All | +328.7% | +154.4% | +174.4% | +217.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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