+95.5%
AMD vs CDW
+13.2%
+82.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.7% | -11.7% | +2.2% |
| 7D | -15.5% | +3.7% | -19.2% | -15.3% |
| 30D | -22.6% | +26.0% | -48.6% | -20.1% |
| 3M | -5.7% | +10.1% | -15.8% | -5.2% |
| 6M | +43.1% | +26.1% | +17.0% | +52.1% |
| YTD | +128.2% | +25.9% | +102.4% | +158.1% |
| 1Y | +95.5% | +21.5% | +73.9% | +128.9% |
| All | +95.5% | +13.2% | +82.3% | +128.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling