+485.3%
DINO vs RY
+371.6%
+113.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.5% | +3.4% |
| 7D | +4.2% | +2.7% | +1.5% | +1.6% |
| 30D | +33.9% | -1.0% | +34.9% | +34.9% |
| 3M | +50.5% | +7.6% | +42.9% | +39.8% |
| 6M | +95.2% | +29.5% | +65.7% | +51.1% |
| YTD | +140.6% | +24.2% | +116.4% | +93.2% |
| 1Y | +119.0% | +46.4% | +72.6% | +49.5% |
| 3Y | +100.4% | +159.4% | -59.0% | -24.9% |
| 5Y | +324.6% | +141.8% | +182.7% | +68.0% |
| 10Y | +485.3% | +373.9% | +111.4% | +23.3% |
| All | +485.3% | +371.6% | +113.7% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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