+98.8%
DINO vs JAAA
+19.0%
+79.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | -0.3% |
| 7D | +2.3% | +0.1% | +2.2% | +1.9% |
| 30D | +22.6% | +0.5% | +22.1% | +19.7% |
| 3M | +55.2% | +1.3% | +54.0% | +46.2% |
| 6M | +93.8% | +2.8% | +91.0% | +69.7% |
| YTD | +139.5% | +3.3% | +136.2% | +104.7% |
| 1Y | +115.3% | +4.9% | +110.4% | +68.9% |
| 3Y | +98.8% | +19.0% | +79.8% | +1.7% |
| All | +98.8% | +19.0% | +79.8% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling