+51.5%
RSP vs DINO
+313.0%
-261.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.5% |
| 7D | -0.4% | +4.2% | -4.6% | -1.0% |
| 30D | -1.5% | +33.9% | -35.4% | -6.0% |
| 3M | +4.8% | +50.5% | -45.8% | -2.1% |
| 6M | +10.3% | +95.2% | -84.9% | -1.8% |
| YTD | +14.1% | +140.6% | -126.5% | -2.6% |
| 1Y | +17.0% | +119.0% | -101.9% | +1.4% |
| 3Y | +54.2% | +100.4% | -46.2% | +31.4% |
| 5Y | +51.5% | +324.6% | -273.1% | +13.0% |
| All | +51.5% | +313.0% | -261.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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