+428.8%
DINO vs RY
+354.4%
+74.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.1% |
| 7D | -12.9% | -0.6% | -12.3% | -12.6% |
| 30D | -18.6% | +6.1% | -24.7% | -23.0% |
| 3M | +16.6% | -3.4% | +20.0% | +19.3% |
| 6M | +38.2% | +12.8% | +25.4% | +21.7% |
| YTD | +119.3% | +21.0% | +98.3% | +79.1% |
| 1Y | +84.3% | +40.5% | +43.8% | +29.9% |
| 3Y | +107.1% | +159.9% | -52.8% | -23.1% |
| 5Y | +249.9% | +125.0% | +125.0% | +48.2% |
| 10Y | +428.8% | +350.6% | +78.2% | +25.0% |
| All | +428.8% | +354.4% | +74.4% | +25.0% |
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