+52.1%
JD vs DINO
+227.6%
-175.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.6% | -2.0% |
| 7D | +0.4% | -2.7% | +3.1% | +0.7% |
| 30D | +4.2% | -17.2% | +21.5% | +6.7% |
| 3M | -12.8% | +18.9% | -31.7% | -15.5% |
| 6M | -8.8% | +40.6% | -49.4% | -14.0% |
| YTD | +0.5% | +125.9% | -125.4% | -12.5% |
| 1Y | -8.8% | +90.9% | -99.7% | -18.5% |
| 3Y | +18.6% | +113.4% | -94.8% | +2.6% |
| 5Y | -62.2% | +258.3% | -320.6% | -70.6% |
| 10Y | +32.2% | +446.1% | -413.9% | -9.3% |
| All | +52.1% | +227.6% | -175.6% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling