+360.5%
BE vs CDW
-5.0%
+365.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.4% | +7.4% |
| 7D | +20.0% | +3.2% | +16.8% | +19.7% |
| 30D | +7.9% | +9.3% | -1.4% | +7.2% |
| 3M | -13.2% | +9.8% | -23.0% | -13.4% |
| 6M | +53.5% | +23.3% | +30.1% | +49.6% |
| YTD | +191.0% | +13.7% | +177.4% | +199.4% |
| 1Y | +360.5% | -6.5% | +367.0% | +452.2% |
| All | +360.5% | -5.0% | +365.5% | +452.2% |
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 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