+573.8%
DINO vs JAAA
+29.4%
+544.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +22.6% | +0.5% | +22.1% | +22.1% |
| 3M | +55.2% | +1.3% | +54.0% | +53.6% |
| 6M | +93.8% | +2.8% | +91.0% | +89.3% |
| YTD | +139.5% | +3.3% | +136.2% | +133.0% |
| 1Y | +115.3% | +4.9% | +110.4% | +106.5% |
| 3Y | +98.8% | +19.0% | +79.8% | +98.6% |
| 5Y | +333.5% | +26.9% | +306.6% | +341.5% |
| All | +573.8% | +29.4% | +544.5% | +591.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling