+338.7%
DRI vs ALLY
+182.8%
+155.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.6% |
| 7D | +4.2% | -0.7% | +4.9% | +4.6% |
| 30D | +15.7% | +1.1% | +14.5% | +15.0% |
| 3M | +5.8% | -13.2% | +18.9% | +12.9% |
| 6M | +18.4% | -13.5% | +31.9% | +25.9% |
| YTD | +28.2% | -14.3% | +42.5% | +35.6% |
| 1Y | +35.9% | -1.1% | +37.1% | +33.7% |
| 3Y | +67.7% | +62.0% | +5.7% | +18.3% |
| 5Y | +77.9% | -9.6% | +87.5% | +63.4% |
| 10Y | +338.7% | +176.0% | +162.7% | +78.3% |
| All | +338.7% | +182.8% | +155.9% | +78.3% |
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