+243.9%
DINO vs ALHC
-64.2%
+308.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.6% |
| 7D | -15.5% | +1.0% | -16.5% | -15.5% |
| 30D | -16.0% | -14.2% | -1.8% | -16.0% |
| 3M | +17.9% | -45.1% | +63.1% | +17.8% |
| 6M | +38.5% | -59.5% | +98.1% | +38.5% |
| YTD | +115.8% | -62.8% | +178.7% | +115.7% |
| 1Y | +87.1% | -55.5% | +142.6% | +86.4% |
| 3Y | +96.5% | +25.7% | +70.8% | +87.1% |
| All | +243.9% | -64.2% | +308.1% | +269.2% |
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