+16,580.7%
DINO vs JBL
+43,670.5%
-27,089.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -0.6% |
| 7D | +2.3% | +2.4% | -0.1% | +1.9% |
| 30D | +22.6% | -13.1% | +35.8% | +25.0% |
| 3M | +55.2% | -15.6% | +70.8% | +58.3% |
| 6M | +93.8% | +24.6% | +69.2% | +85.4% |
| YTD | +139.5% | +39.6% | +99.9% | +124.6% |
| 1Y | +115.3% | +48.6% | +66.7% | +99.3% |
| 3Y | +98.8% | +197.3% | -98.5% | +63.8% |
| 5Y | +333.5% | +413.0% | -79.5% | +228.4% |
| 10Y | +487.5% | +1,543.9% | -1,056.4% | +284.3% |
| All | +16,580.7% | +43,670.5% | -27,089.8% | +10,035.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling