+243.9%
DINO vs ALLY
-9.5%
+253.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.1% |
| 7D | -15.5% | +0.9% | -16.4% | -15.8% |
| 30D | -16.0% | +3.1% | -19.0% | -16.9% |
| 3M | +17.9% | -12.6% | +30.5% | +22.2% |
| 6M | +38.5% | -12.4% | +51.0% | +42.8% |
| YTD | +115.8% | -13.2% | +129.0% | +121.4% |
| 1Y | +87.1% | +1.8% | +85.3% | +81.5% |
| 3Y | +96.5% | +58.0% | +38.5% | +63.3% |
| All | +243.9% | -9.5% | +253.4% | +233.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling