+131.1%
ADI vs CDW
-23.8%
+154.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +1.3% | -7.4% | +8.7% | +4.8% |
| 30D | -6.0% | +5.8% | -11.8% | -9.0% |
| 3M | -7.7% | +10.8% | -18.5% | -14.4% |
| 6M | +14.0% | +21.5% | -7.5% | -4.8% |
| YTD | +34.4% | +6.4% | +28.0% | +21.2% |
| 1Y | +48.0% | -14.8% | +62.8% | +54.9% |
| 3Y | +113.3% | -29.9% | +143.2% | +148.0% |
| 5Y | +131.1% | -22.9% | +154.0% | +138.7% |
| All | +131.1% | -23.8% | +154.9% | +138.7% |
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