+281.5%
DINO vs CDW
+1,014.9%
-733.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -2.2% |
| 7D | -12.9% | +13.1% | -26.0% | -18.1% |
| 30D | -18.6% | +19.1% | -37.7% | -25.6% |
| 3M | +16.6% | +24.7% | -8.1% | +3.3% |
| 6M | +38.2% | +63.4% | -25.2% | +5.6% |
| YTD | +119.3% | +26.3% | +93.0% | +85.6% |
| 1Y | +84.3% | +20.6% | +63.7% | +59.2% |
| 3Y | +107.1% | -16.3% | +123.4% | +108.1% |
| 5Y | +249.9% | -3.9% | +253.9% | +216.6% |
| 10Y | +428.8% | +331.5% | +97.3% | +158.2% |
| All | +281.5% | +1,014.9% | -733.4% | +60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling