+18.5%
AWK vs CDW
+23.1%
-4.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.5% |
| 7D | 0.0% | +2.6% | -2.5% | 0.0% |
| 30D | +15.5% | +20.4% | -4.9% | +15.7% |
| 3M | +10.0% | +28.5% | -18.5% | +10.4% |
| 6M | +20.4% | +70.6% | -50.2% | +22.2% |
| YTD | +17.1% | +29.1% | -12.0% | +18.8% |
| All | +18.5% | +23.1% | -4.6% | +20.0% |
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