+475.0%
DINO vs JBL
+1,558.3%
-1,083.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -1.8% |
| 7D | +2.3% | +2.4% | -0.1% | +1.3% |
| 30D | +22.6% | -13.1% | +35.8% | +28.8% |
| 3M | +55.2% | -15.6% | +70.8% | +63.2% |
| 6M | +93.8% | +24.6% | +69.2% | +69.7% |
| YTD | +139.5% | +39.6% | +99.9% | +97.3% |
| 1Y | +115.3% | +48.6% | +66.7% | +70.1% |
| 3Y | +98.8% | +197.3% | -98.5% | +5.3% |
| 5Y | +333.5% | +413.0% | -79.5% | +64.2% |
| All | +475.0% | +1,558.3% | -1,083.4% | +28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling