+307.2%
DINO vs CDW
+903.1%
-595.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +5.7% | +3.2% | +2.5% | +4.2% |
| 30D | +27.8% | +9.3% | +18.5% | +22.2% |
| 3M | +45.6% | +9.8% | +35.8% | +37.5% |
| 6M | +88.5% | +23.3% | +65.1% | +64.2% |
| YTD | +134.1% | +13.7% | +120.5% | +111.2% |
| 1Y | +111.1% | -6.5% | +117.6% | +107.8% |
| 3Y | +109.1% | -25.2% | +134.3% | +124.5% |
| 5Y | +307.2% | -19.5% | +326.7% | +307.6% |
| 10Y | +495.9% | +285.8% | +210.1% | +211.0% |
| All | +307.2% | +903.1% | -595.9% | +82.3% |
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