+952.7%
ADI vs CDW
+903.1%
+49.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.1% |
| 7D | +0.4% | +3.2% | -2.7% | -1.2% |
| 30D | -3.8% | +9.3% | -13.1% | -8.6% |
| 3M | -15.3% | +9.8% | -25.0% | -21.0% |
| 6M | +6.7% | +23.3% | -16.7% | -10.5% |
| YTD | +34.8% | +13.7% | +21.1% | +17.4% |
| 1Y | +49.0% | -6.5% | +55.5% | +44.8% |
| 3Y | +108.1% | -25.2% | +133.3% | +127.9% |
| 5Y | +142.4% | -19.5% | +161.9% | +151.1% |
| 10Y | +589.9% | +285.8% | +304.1% | +246.6% |
| All | +952.7% | +903.1% | +49.6% | +347.4% |
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