+98.8%
DINO vs RRX
+5.4%
+93.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.6% |
| 7D | +2.3% | -0.3% | +2.7% | +2.4% |
| 30D | +22.6% | -6.1% | +28.8% | +24.2% |
| 3M | +55.2% | -23.1% | +78.3% | +62.3% |
| 6M | +93.8% | -19.5% | +113.3% | +97.6% |
| YTD | +139.5% | +16.1% | +123.4% | +116.3% |
| 1Y | +115.3% | +12.9% | +102.4% | +94.9% |
| 3Y | +98.8% | +7.9% | +90.9% | +86.0% |
| All | +98.8% | +5.4% | +93.4% | +86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling