+303.6%
DINO vs ALLY
+1.6%
+302.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +5.7% | +3.7% | +2.0% | +4.5% |
| 30D | +27.8% | -2.3% | +30.1% | +28.7% |
| 3M | +45.6% | +3.8% | +41.8% | +43.4% |
| 6M | +88.5% | +9.7% | +78.8% | +80.5% |
| YTD | +134.1% | -1.4% | +135.5% | +132.1% |
| 1Y | +111.1% | +8.2% | +102.9% | +101.7% |
| 3Y | +109.1% | +66.5% | +42.6% | +69.8% |
| All | +303.6% | +1.6% | +302.0% | +277.9% |
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