+248.7%
DINO vs JBHT
+20.5%
+228.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.5% | +1.9% |
| 7D | -10.7% | +0.2% | -10.9% | -10.7% |
| 30D | -17.8% | -2.2% | -15.6% | -17.4% |
| 3M | +23.3% | -16.5% | +39.8% | +27.9% |
| 6M | +39.6% | -8.4% | +48.0% | +40.8% |
| YTD | +121.6% | +16.1% | +105.5% | +108.0% |
| 1Y | +88.2% | +31.9% | +56.3% | +70.0% |
| 3Y | +114.4% | +34.1% | +80.3% | +88.3% |
| 5Y | +248.7% | +20.1% | +228.6% | +189.0% |
| All | +248.7% | +20.5% | +228.2% | +189.0% |
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