+252.0%
DINO vs JBHT
+15.0%
+237.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.6% | -2.9% | -5.7% |
| 7D | -12.6% | -1.4% | -11.2% | -12.3% |
| 30D | -14.7% | -3.1% | -11.6% | -14.2% |
| 3M | +18.6% | -19.5% | +38.1% | +24.1% |
| 6M | +33.0% | -9.6% | +42.5% | +34.5% |
| YTD | +117.1% | +13.3% | +103.8% | +105.0% |
| 1Y | +90.5% | +29.7% | +60.8% | +72.7% |
| 3Y | +96.0% | +28.3% | +67.7% | +74.0% |
| 5Y | +252.0% | +18.5% | +233.5% | +190.2% |
| All | +252.0% | +15.0% | +237.0% | +190.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling