+2,220.4%
JHX vs DINO
+10,483.7%
-8,263.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -4.9% | +1.5% | -6.3% | -5.2% |
| 30D | -9.3% | +25.9% | -35.2% | -14.0% |
| 3M | +28.1% | +53.2% | -25.1% | +15.5% |
| 6M | +35.2% | +105.5% | -70.3% | +12.6% |
| YTD | +35.9% | +139.2% | -103.4% | +8.6% |
| 1Y | +42.5% | +117.4% | -74.9% | +16.1% |
| 3Y | -4.5% | +99.3% | -103.8% | -22.5% |
| 5Y | -27.1% | +333.0% | -360.1% | -52.5% |
| 10Y | +104.2% | +486.9% | -382.7% | +12.2% |
| All | +2,220.4% | +10,483.7% | -8,263.3% | +669.4% |
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