+345.5%
DRI vs ALLY
+201.0%
+144.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +3.1% | -0.2% | +3.3% | +3.3% |
| 30D | +16.2% | +3.4% | +12.8% | +14.3% |
| 3M | +8.4% | -11.1% | +19.4% | +14.3% |
| 6M | +19.0% | -11.5% | +30.5% | +25.1% |
| YTD | +28.8% | -12.3% | +41.2% | +34.8% |
| 1Y | +33.1% | +1.1% | +32.0% | +29.6% |
| 3Y | +70.8% | +64.8% | +6.0% | +19.5% |
| 5Y | +74.2% | -6.9% | +81.1% | +57.6% |
| 10Y | +345.5% | +194.9% | +150.6% | +78.5% |
| All | +345.5% | +201.0% | +144.5% | +78.5% |
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 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