+115.3%
DINO vs RJF
+5.1%
+110.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +2.3% | -2.7% | +5.0% | +2.7% |
| 30D | +22.6% | -4.3% | +26.9% | +23.2% |
| 3M | +55.2% | +15.7% | +39.5% | +52.2% |
| 6M | +93.8% | +17.8% | +76.0% | +89.4% |
| YTD | +139.5% | +9.2% | +130.3% | +138.5% |
| 1Y | +115.3% | +2.8% | +112.5% | +115.6% |
| All | +115.3% | +5.1% | +110.3% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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