+430.9%
DINO vs JBHT
+192.0%
+238.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.5% | +1.4% |
| 7D | -10.7% | +0.4% | -11.1% | -10.8% |
| 30D | -17.8% | -2.0% | -15.8% | -17.3% |
| 3M | +23.3% | -16.3% | +39.6% | +30.8% |
| 6M | +39.6% | -8.2% | +47.8% | +41.4% |
| YTD | +121.6% | +16.3% | +105.3% | +100.2% |
| 1Y | +88.2% | +32.2% | +56.0% | +60.2% |
| 3Y | +114.4% | +34.4% | +80.0% | +73.6% |
| 5Y | +248.7% | +20.3% | +228.4% | +183.3% |
| 10Y | +430.9% | +185.2% | +245.6% | +136.9% |
| All | +430.9% | +192.0% | +238.8% | +136.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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