+19,916.1%
DINO vs RJF
+49,360.8%
-29,444.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.7% | +3.1% |
| 7D | +4.2% | +1.8% | +2.4% | +3.6% |
| 30D | +33.9% | 0.0% | +33.9% | +33.9% |
| 3M | +50.5% | +18.0% | +32.6% | +42.3% |
| 6M | +95.2% | +17.0% | +78.2% | +84.1% |
| YTD | +140.6% | +11.1% | +129.4% | +130.3% |
| 1Y | +119.0% | +8.0% | +111.0% | +111.2% |
| 3Y | +100.4% | +73.3% | +27.1% | +64.3% |
| 5Y | +324.6% | +107.4% | +217.2% | +225.0% |
| 10Y | +485.3% | +428.5% | +56.8% | +247.5% |
| All | +19,916.1% | +49,360.8% | -29,444.7% | +6,638.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling