+21.4%
BBY vs CDW
-13.4%
+34.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.7% | -7.4% | +8.0% | +1.7% |
| 30D | +5.8% | +5.8% | -0.1% | +4.6% |
| 3M | +18.0% | +10.8% | +7.2% | +15.2% |
| 6M | +39.8% | +21.5% | +18.4% | +27.3% |
| YTD | +35.4% | +6.4% | +29.0% | +31.1% |
| 1Y | +21.4% | -14.8% | +36.2% | +24.9% |
| All | +21.4% | -13.4% | +34.8% | +24.9% |
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