+392.6%
ASX vs CDW
-25.3%
+418.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.7% | +3.2% | -3.9% | -1.7% |
| 30D | +2.0% | +9.3% | -7.3% | -1.1% |
| 3M | -1.3% | +9.8% | -11.1% | -4.9% |
| 6M | +71.4% | +23.3% | +48.1% | +53.2% |
| YTD | +135.3% | +13.7% | +121.7% | +117.4% |
| 1Y | +267.5% | -6.5% | +274.0% | +279.6% |
| All | +392.6% | -25.3% | +418.0% | +428.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling