+1,709.5%
BE vs CDW
-15.0%
+1,724.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.3% | -4.7% |
| 7D | +10.8% | +9.3% | +1.5% | +8.2% |
| 30D | -19.8% | +14.4% | -34.1% | -22.6% |
| 3M | -18.7% | +21.4% | -40.1% | -23.2% |
| 6M | -33.7% | +72.8% | -106.5% | -46.9% |
| YTD | +121.0% | +28.0% | +92.9% | +97.5% |
| 1Y | +85.4% | +19.3% | +66.1% | +74.3% |
| 3Y | +1,709.5% | -15.3% | +1,724.8% | +1,582.2% |
| All | +1,709.5% | -15.0% | +1,724.5% | +1,582.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling