+20.9%
JD vs DINO
+110.8%
-90.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.2% | -2.7% |
| 7D | +7.9% | -10.7% | +18.6% | +8.9% |
| 30D | +4.8% | -17.8% | +22.5% | +6.5% |
| 3M | -13.9% | +23.3% | -37.2% | -17.0% |
| 6M | -5.8% | +39.6% | -45.4% | -10.8% |
| YTD | +2.4% | +121.6% | -119.2% | -11.5% |
| 1Y | -7.5% | +88.2% | -95.8% | -17.3% |
| 3Y | +20.9% | +114.4% | -93.5% | +2.6% |
| All | +20.9% | +110.8% | -90.0% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling