+34.4%
JD vs DINO
+431.4%
-397.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +5.2% | -12.9% | +18.1% | +6.9% |
| 30D | +4.5% | -18.6% | +23.1% | +6.9% |
| 3M | -15.4% | +16.6% | -32.0% | -17.7% |
| 6M | -6.0% | +38.2% | -44.2% | -10.7% |
| YTD | +2.2% | +119.3% | -117.2% | -9.6% |
| 1Y | -6.7% | +84.3% | -90.9% | -15.4% |
| 3Y | +20.5% | +107.1% | -86.6% | +6.0% |
| 5Y | -58.4% | +249.9% | -308.4% | -66.7% |
| All | +34.4% | +431.4% | -397.0% | +8.9% |
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