+333.0%
DINO vs JBL
+390.6%
-57.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.2% |
| 7D | +1.5% | -1.0% | +2.5% | +1.7% |
| 30D | +25.9% | -15.1% | +41.0% | +30.3% |
| 3M | +53.2% | -14.0% | +67.2% | +57.1% |
| 6M | +105.5% | +20.6% | +84.8% | +90.4% |
| YTD | +139.2% | +32.9% | +106.3% | +113.8% |
| 1Y | +117.4% | +40.5% | +76.9% | +89.3% |
| 3Y | +99.3% | +183.7% | -84.5% | +31.5% |
| 5Y | +333.0% | +388.3% | -55.3% | +120.9% |
| All | +333.0% | +390.6% | -57.6% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling