+114.4%
DINO vs CDW
-18.4%
+132.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.8% | -2.2% | +1.4% |
| 7D | -10.7% | +9.3% | -20.0% | -12.9% |
| 30D | -17.8% | +15.8% | -33.5% | -21.4% |
| 3M | +23.3% | +21.8% | +1.5% | +15.3% |
| 6M | +39.6% | +58.8% | -19.2% | +17.9% |
| YTD | +121.6% | +22.8% | +98.8% | +102.2% |
| 1Y | +88.2% | +17.9% | +70.3% | +74.3% |
| 3Y | +114.4% | -17.4% | +131.8% | +108.5% |
| All | +114.4% | -18.4% | +132.8% | +108.5% |
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