+164.6%
RTX vs DINO
+328.8%
-164.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.7% | -1.3% |
| 7D | -3.1% | +4.2% | -7.3% | -3.6% |
| 30D | -10.6% | +33.9% | -44.4% | -13.8% |
| 3M | +11.6% | +50.5% | -38.9% | +5.6% |
| 6M | -4.5% | +95.2% | -99.7% | -13.4% |
| YTD | +9.6% | +140.6% | -131.0% | -4.4% |
| 1Y | +30.8% | +119.0% | -88.1% | +15.7% |
| 3Y | +152.8% | +100.4% | +52.5% | +122.4% |
| All | +164.6% | +328.8% | -164.3% | +99.8% |
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