+475.0%
DINO vs RRX
+228.4%
+246.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -1.4% |
| 7D | +2.3% | -0.3% | +2.7% | +2.4% |
| 30D | +22.6% | -6.1% | +28.8% | +25.6% |
| 3M | +55.2% | -23.1% | +78.3% | +69.1% |
| 6M | +93.8% | -19.5% | +113.3% | +100.5% |
| YTD | +139.5% | +16.1% | +123.4% | +104.8% |
| 1Y | +115.3% | +12.9% | +102.4% | +84.4% |
| 3Y | +98.8% | +7.9% | +90.9% | +62.6% |
| 5Y | +333.5% | +19.1% | +314.4% | +212.3% |
| All | +475.0% | +228.4% | +246.6% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling