+636.4%
ADI vs CDW
+262.5%
+374.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | +2.6% | -4.2% | +6.9% | +4.8% |
| 30D | -4.6% | +4.9% | -9.5% | -7.6% |
| 3M | -9.5% | +7.3% | -16.8% | -15.2% |
| 6M | +14.8% | +19.2% | -4.3% | -3.3% |
| YTD | +35.8% | +6.2% | +29.6% | +21.4% |
| 1Y | +48.9% | -14.0% | +63.0% | +51.3% |
| 3Y | +115.6% | -30.0% | +145.5% | +145.5% |
| 5Y | +135.1% | -23.6% | +158.7% | +149.5% |
| 10Y | +636.4% | +269.4% | +367.1% | +281.6% |
| All | +636.4% | +262.5% | +374.0% | +281.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling