+417.1%
DINO vs RY
+360.9%
+56.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.5% |
| 7D | -15.5% | -0.9% | -14.6% | -15.0% |
| 30D | -16.0% | +5.9% | -21.8% | -20.4% |
| 3M | +17.9% | -4.3% | +22.2% | +21.6% |
| 6M | +38.5% | +12.1% | +26.4% | +22.7% |
| YTD | +115.8% | +20.3% | +95.6% | +77.2% |
| 1Y | +87.1% | +41.0% | +46.1% | +31.4% |
| 3Y | +96.5% | +157.5% | -61.0% | -26.4% |
| 5Y | +249.9% | +123.2% | +126.7% | +49.3% |
| All | +417.1% | +360.9% | +56.3% | +22.4% |
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