+16.4%
JD vs DINO
+491.7%
-475.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -2.6% | +1.5% | -4.1% | -2.8% |
| 30D | -15.4% | +25.9% | -41.3% | -18.0% |
| 3M | -5.0% | +53.2% | -58.2% | -10.5% |
| 6M | +0.9% | +105.5% | -104.5% | -8.9% |
| YTD | -2.5% | +139.2% | -141.7% | -14.3% |
| 1Y | -16.0% | +117.4% | -133.4% | -25.2% |
| 3Y | -8.5% | +99.3% | -107.8% | -18.8% |
| 5Y | -61.8% | +333.0% | -394.8% | -70.1% |
| All | +16.4% | +491.7% | -475.4% | -6.0% |
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