+84.3%
DINO vs RY
+41.3%
+43.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.8% |
| 7D | -12.9% | -0.6% | -12.3% | -12.7% |
| 30D | -18.6% | +6.1% | -24.7% | -17.3% |
| 3M | +16.6% | -3.4% | +20.0% | +16.3% |
| 6M | +38.2% | +12.8% | +25.4% | +43.5% |
| YTD | +119.3% | +21.0% | +98.3% | +132.7% |
| 1Y | +84.3% | +40.5% | +43.8% | +97.4% |
| All | +84.3% | +41.3% | +43.0% | +97.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling