+333.0%
DINO vs RJF
+101.5%
+231.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.1% |
| 7D | +1.5% | -4.2% | +5.7% | +3.3% |
| 30D | +25.9% | -3.6% | +29.5% | +27.8% |
| 3M | +53.2% | +15.6% | +37.5% | +43.4% |
| 6M | +105.5% | +17.6% | +87.9% | +89.7% |
| YTD | +139.2% | +9.2% | +130.0% | +127.6% |
| 1Y | +117.4% | +5.5% | +111.9% | +109.5% |
| 3Y | +99.3% | +70.3% | +29.0% | +50.8% |
| 5Y | +333.0% | +106.0% | +227.0% | +185.3% |
| All | +333.0% | +101.5% | +231.5% | +185.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling