+303.6%
DINO vs RY
+140.8%
+162.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +5.7% | +3.1% | +2.6% | +3.8% |
| 30D | +27.8% | -0.3% | +28.1% | +28.0% |
| 3M | +45.6% | +8.7% | +37.0% | +38.0% |
| 6M | +88.5% | +28.5% | +59.9% | +59.6% |
| YTD | +134.1% | +25.1% | +109.0% | +101.6% |
| 1Y | +111.1% | +46.3% | +64.8% | +62.7% |
| 3Y | +109.1% | +154.9% | -45.8% | +5.0% |
| All | +303.6% | +140.8% | +162.9% | +109.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling