+324.6%
DINO vs ALHC
-30.5%
+355.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +2.8% |
| 7D | +4.2% | -1.0% | +5.1% | +4.2% |
| 30D | +33.9% | -6.3% | +40.2% | +33.9% |
| 3M | +50.5% | -12.3% | +62.9% | +50.3% |
| 6M | +95.2% | -27.0% | +122.2% | +95.0% |
| YTD | +140.6% | -31.8% | +172.4% | +140.5% |
| 1Y | +119.0% | -17.0% | +136.0% | +118.2% |
| 3Y | +100.4% | +159.8% | -59.5% | +90.7% |
| 5Y | +324.6% | -25.1% | +349.7% | +332.1% |
| All | +324.6% | -30.5% | +355.1% | +332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling