+261.4%
DINO vs ALLY
+124.8%
+136.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +5.7% | +3.7% | +2.0% | +4.1% |
| 30D | +27.8% | -2.3% | +30.1% | +29.0% |
| 3M | +45.6% | +3.8% | +41.8% | +42.5% |
| 6M | +88.5% | +9.7% | +78.8% | +77.6% |
| YTD | +134.1% | -1.4% | +135.5% | +130.6% |
| 1Y | +111.1% | +8.2% | +102.9% | +98.1% |
| 3Y | +109.1% | +66.5% | +42.6% | +55.5% |
| 5Y | +307.2% | +1.2% | +306.0% | +260.9% |
| 10Y | +495.9% | +191.4% | +304.5% | +201.3% |
| All | +261.4% | +124.8% | +136.5% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling