+115.3%
DINO vs JBL
+47.2%
+68.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | +0.3% |
| 7D | +2.3% | +2.4% | -0.1% | +2.4% |
| 30D | +22.6% | -13.1% | +35.8% | +22.1% |
| 3M | +55.2% | -15.6% | +70.8% | +54.1% |
| 6M | +93.8% | +24.6% | +69.2% | +95.1% |
| YTD | +139.5% | +39.6% | +99.9% | +140.3% |
| 1Y | +115.3% | +48.6% | +66.7% | +112.2% |
| All | +115.3% | +47.2% | +68.1% | +112.2% |
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