+111.1%
DINO vs JBL
+52.3%
+58.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.6% |
| 7D | +5.7% | +3.0% | +2.7% | +5.8% |
| 30D | +27.8% | -8.3% | +36.1% | +27.5% |
| 3M | +45.6% | -16.9% | +62.5% | +44.5% |
| 6M | +88.5% | +21.8% | +66.7% | +90.2% |
| YTD | +134.1% | +36.3% | +97.8% | +135.8% |
| 1Y | +111.1% | +49.5% | +61.6% | +110.6% |
| All | +111.1% | +52.3% | +58.8% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling