-35.9%
APP vs CDW
-5.0%
-30.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.4% |
| 7D | +0.9% | +3.2% | -2.3% | +0.1% |
| 30D | -23.3% | +9.3% | -32.6% | -25.0% |
| 3M | -42.6% | +9.8% | -52.4% | -44.4% |
| 6M | -33.6% | +23.3% | -56.9% | -38.5% |
| YTD | -52.4% | +13.7% | -66.1% | -53.0% |
| 1Y | -35.9% | -6.5% | -29.4% | -32.9% |
| All | -35.9% | -5.0% | -30.9% | -32.9% |
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