+147.4%
RTX vs DINO
+250.9%
-103.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.8% | +5.7% | -0.9% | +4.1% |
| 30D | +6.5% | -19.6% | +26.1% | +9.1% |
| 3M | -9.6% | +11.8% | -21.4% | -11.0% |
| 6M | +12.3% | +49.0% | -36.6% | +6.2% |
| YTD | +9.5% | +128.1% | -118.7% | -3.8% |
| 1Y | +15.8% | +96.3% | -80.5% | +4.2% |
| 3Y | +157.0% | +113.8% | +43.2% | +122.9% |
| All | +147.4% | +250.9% | -103.5% | +100.5% |
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