+68.3%
AU vs CDW
-13.4%
+81.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.4% | -4.3% |
| 7D | -7.0% | -7.4% | +0.4% | -7.6% |
| 30D | +7.3% | +5.8% | +1.4% | +8.0% |
| 3M | +33.2% | +10.8% | +22.4% | +33.9% |
| 6M | -0.6% | +21.5% | -22.1% | -1.8% |
| YTD | +26.2% | +6.4% | +19.8% | +30.7% |
| 1Y | +68.3% | -14.8% | +83.1% | +92.4% |
| All | +68.3% | -13.4% | +81.6% | +92.4% |
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 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