+340.5%
JCI vs DINO
+492.4%
-151.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +0.7% | +2.3% | -1.6% | +0.3% |
| 30D | -4.4% | +22.6% | -27.1% | -8.2% |
| 3M | +1.7% | +55.2% | -53.6% | -7.0% |
| 6M | +8.8% | +93.8% | -85.0% | -5.3% |
| YTD | +22.6% | +139.5% | -116.9% | +1.8% |
| 1Y | +36.2% | +115.3% | -79.1% | +15.2% |
| 3Y | +168.0% | +98.8% | +69.2% | +124.8% |
| 5Y | +113.5% | +333.5% | -220.0% | +48.2% |
| All | +340.5% | +492.4% | -151.9% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling