+100.4%
DINO vs CDW
-29.2%
+129.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.2% | +7.9% | +4.3% |
| 7D | +4.2% | -3.9% | +8.0% | +5.2% |
| 30D | +33.9% | +6.9% | +27.0% | +30.7% |
| 3M | +50.5% | +7.7% | +42.9% | +45.8% |
| 6M | +95.2% | +18.3% | +76.8% | +80.1% |
| YTD | +140.6% | +7.8% | +132.8% | +129.2% |
| 1Y | +119.0% | -12.2% | +131.1% | +126.0% |
| 3Y | +100.4% | -28.9% | +129.3% | +104.9% |
| All | +100.4% | -29.2% | +129.6% | +104.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling