+446.1%
DINO vs CDW
+338.4%
+107.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.0% |
| 7D | -2.7% | +2.6% | -5.3% | -3.8% |
| 30D | -17.2% | +20.4% | -37.6% | -25.1% |
| 3M | +18.9% | +28.5% | -9.6% | +3.2% |
| 6M | +40.6% | +70.6% | -30.0% | +3.4% |
| YTD | +125.9% | +29.1% | +96.8% | +87.1% |
| 1Y | +90.9% | +23.8% | +67.1% | +61.3% |
| 3Y | +113.4% | -14.5% | +127.8% | +112.6% |
| 5Y | +258.3% | -1.6% | +259.9% | +215.6% |
| 10Y | +446.1% | +322.0% | +124.1% | +132.8% |
| All | +446.1% | +338.4% | +107.7% | +132.8% |
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