+102.0%
DINO vs JBL
+20.8%
+81.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -4.8% | -2.9% | -7.9% |
| 7D | -6.6% | -11.1% | +4.5% | -7.1% |
| 30D | -9.2% | -14.1% | +4.8% | -9.7% |
| 3M | +19.2% | -23.9% | +43.2% | +18.0% |
| 6M | +47.6% | -24.1% | +71.7% | +47.1% |
| YTD | +132.2% | +13.5% | +118.8% | +134.9% |
| 1Y | +102.0% | +23.7% | +78.3% | +102.7% |
| All | +102.0% | +20.8% | +81.2% | +102.7% |
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