+252.4%
DINO vs RY
+123.4%
+128.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +5.7% | +0.6% | +5.1% | +5.4% |
| 30D | -19.6% | +5.0% | -24.6% | -21.8% |
| 3M | +11.8% | -5.3% | +17.1% | +14.9% |
| 6M | +49.0% | +13.8% | +35.1% | +36.6% |
| YTD | +128.1% | +21.0% | +107.2% | +100.3% |
| 1Y | +96.3% | +40.5% | +55.8% | +55.4% |
| 3Y | +113.8% | +159.7% | -45.9% | +6.5% |
| All | +252.4% | +123.4% | +128.9% | +96.6% |
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