+99.3%
DINO vs JBL
+189.2%
-89.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | +2.0% | +4.0% | -2.0% | +1.3% |
| 30D | +27.7% | -7.5% | +35.2% | +29.0% |
| 3M | +56.3% | -14.1% | +70.3% | +59.2% |
| 6M | +107.6% | +25.9% | +81.7% | +94.2% |
| YTD | +140.2% | +36.7% | +103.5% | +119.0% |
| 1Y | +113.0% | +49.0% | +64.0% | +88.4% |
| All | +99.3% | +189.2% | -89.9% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling