+485.3%
DINO vs ALLE
+148.2%
+337.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.4% | +3.1% |
| 7D | +4.2% | +2.8% | +1.4% | +2.7% |
| 30D | +33.9% | -7.6% | +41.5% | +39.1% |
| 3M | +50.5% | +22.8% | +27.8% | +32.8% |
| 6M | +95.2% | +4.6% | +90.6% | +85.7% |
| YTD | +140.6% | -1.2% | +141.8% | +135.6% |
| 1Y | +119.0% | -9.1% | +128.1% | +123.8% |
| 3Y | +100.4% | +50.0% | +50.4% | +48.4% |
| 5Y | +324.6% | +15.2% | +309.3% | +259.7% |
| 10Y | +485.3% | +151.1% | +334.2% | +203.8% |
| All | +485.3% | +148.2% | +337.1% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling