+428.8%
DINO vs CDW
+329.6%
+99.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -2.3% |
| 7D | -12.9% | +13.1% | -26.0% | -18.4% |
| 30D | -18.6% | +19.1% | -37.7% | -26.0% |
| 3M | +16.6% | +24.7% | -8.1% | +2.6% |
| 6M | +38.2% | +63.4% | -25.2% | +3.8% |
| YTD | +119.3% | +26.3% | +93.0% | +83.5% |
| 1Y | +84.3% | +20.6% | +63.7% | +57.7% |
| 3Y | +107.1% | -16.3% | +123.4% | +108.4% |
| 5Y | +249.9% | -3.9% | +253.9% | +211.9% |
| 10Y | +428.8% | +331.5% | +97.3% | +134.6% |
| All | +428.8% | +329.6% | +99.2% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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