+233.2%
DINO vs ALLY
+98.1%
+135.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.1% |
| 7D | -15.5% | +0.9% | -16.4% | -16.0% |
| 30D | -16.0% | +3.1% | -19.0% | -17.4% |
| 3M | +17.9% | -12.6% | +30.5% | +24.2% |
| 6M | +38.5% | -12.4% | +51.0% | +44.6% |
| YTD | +115.8% | -13.2% | +129.0% | +123.2% |
| 1Y | +87.1% | +1.8% | +85.3% | +79.6% |
| 3Y | +96.5% | +58.0% | +38.5% | +48.9% |
| 5Y | +249.9% | -8.4% | +258.3% | +221.4% |
| 10Y | +472.9% | +195.3% | +277.6% | +189.2% |
| All | +233.2% | +98.1% | +135.1% | +80.9% |
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