+55.3%
BE vs CDW
+13.2%
+42.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +12.7% | -19.0% | -6.1% |
| 7D | -12.1% | +3.7% | -15.9% | -11.7% |
| 30D | -30.1% | +26.0% | -56.1% | -29.7% |
| 3M | -12.1% | +10.1% | -22.2% | -12.4% |
| 6M | -30.6% | +26.1% | -56.6% | -28.7% |
| YTD | +130.6% | +25.9% | +104.8% | +151.2% |
| 1Y | +55.3% | +21.5% | +33.7% | +81.3% |
| All | +55.3% | +13.2% | +42.1% | +81.3% |
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