+576.8%
DINO vs JAAA
+29.3%
+547.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | +33.9% | +0.5% | +33.4% | +33.4% |
| 3M | +50.5% | +1.2% | +49.3% | +49.0% |
| 6M | +95.2% | +2.8% | +92.3% | +90.5% |
| YTD | +140.6% | +3.2% | +137.4% | +134.2% |
| 1Y | +119.0% | +4.8% | +114.1% | +110.2% |
| 3Y | +100.4% | +19.0% | +81.4% | +100.5% |
| 5Y | +324.6% | +26.8% | +297.8% | +333.0% |
| All | +576.8% | +29.3% | +547.5% | +594.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling