+248.7%
DINO vs CDW
-5.0%
+253.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.8% | -2.2% | +1.2% |
| 7D | -10.7% | +9.3% | -20.0% | -13.4% |
| 30D | -17.8% | +15.8% | -33.5% | -22.0% |
| 3M | +23.3% | +21.8% | +1.5% | +14.2% |
| 6M | +39.6% | +58.8% | -19.2% | +15.9% |
| YTD | +121.6% | +22.8% | +98.8% | +99.4% |
| 1Y | +88.2% | +17.9% | +70.3% | +71.9% |
| 3Y | +114.4% | -17.4% | +131.8% | +118.6% |
| 5Y | +248.7% | -5.7% | +254.4% | +217.7% |
| All | +248.7% | -5.0% | +253.7% | +217.7% |
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