+252.4%
DINO vs JBHT
+22.5%
+229.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.5% |
| 7D | +5.7% | +7.0% | -1.3% | +4.0% |
| 30D | -19.6% | +0.5% | -20.1% | -19.8% |
| 3M | +11.8% | -17.4% | +29.2% | +16.3% |
| 6M | +49.0% | -1.7% | +50.7% | +47.7% |
| YTD | +128.1% | +20.7% | +107.4% | +112.2% |
| 1Y | +96.3% | +41.1% | +55.2% | +74.4% |
| 3Y | +113.8% | +38.0% | +75.8% | +86.6% |
| All | +252.4% | +22.5% | +229.8% | +195.5% |
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