+334.2%
DRI vs ALLY
+182.4%
+151.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.6% |
| 7D | -0.7% | -2.8% | +2.0% | +0.6% |
| 30D | +14.7% | +1.9% | +12.8% | +13.6% |
| 3M | +5.4% | -12.1% | +17.6% | +11.9% |
| 6M | +18.8% | -9.0% | +27.8% | +23.3% |
| YTD | +28.4% | -12.9% | +41.3% | +34.7% |
| 1Y | +37.7% | -0.1% | +37.7% | +34.7% |
| 3Y | +68.0% | +64.6% | +3.4% | +17.5% |
| 5Y | +78.8% | -10.1% | +88.9% | +65.3% |
| 10Y | +334.2% | +176.7% | +157.5% | +78.1% |
| All | +334.2% | +182.4% | +151.8% | +78.1% |
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