+313.2%
DINO vs CDW
-18.6%
+331.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +5.7% | +3.2% | +2.5% | +4.6% |
| 30D | +27.8% | +9.3% | +18.5% | +23.7% |
| 3M | +45.6% | +9.8% | +35.8% | +39.9% |
| 6M | +88.5% | +23.3% | +65.1% | +70.6% |
| YTD | +134.1% | +13.7% | +120.5% | +118.0% |
| 1Y | +111.1% | -6.5% | +117.6% | +111.4% |
| 3Y | +109.1% | -25.2% | +134.3% | +122.3% |
| All | +313.2% | -18.6% | +331.8% | +314.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling