+485.3%
DINO vs ALLY
+178.4%
+306.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.3% | +6.1% | +4.2% |
| 7D | +4.2% | +1.0% | +3.1% | +3.6% |
| 30D | +33.9% | -3.3% | +37.2% | +35.7% |
| 3M | +50.5% | +0.5% | +50.1% | +49.3% |
| 6M | +95.2% | +12.6% | +82.6% | +81.3% |
| YTD | +140.6% | -4.7% | +145.2% | +140.2% |
| 1Y | +119.0% | +5.2% | +113.7% | +107.5% |
| 3Y | +100.4% | +66.5% | +33.9% | +47.4% |
| 5Y | +324.6% | +0.2% | +324.4% | +276.7% |
| 10Y | +485.3% | +180.8% | +304.5% | +172.7% |
| All | +485.3% | +178.4% | +306.9% | +172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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