+45.1%
BMY vs CDW
-13.2%
+58.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.2% | +2.0% | -2.7% |
| 7D | -3.3% | -3.9% | +0.5% | -3.0% |
| 30D | 0.0% | +6.9% | -6.9% | -0.6% |
| 3M | +17.7% | +7.7% | +10.0% | +17.0% |
| 6M | +9.6% | +18.3% | -8.7% | +7.3% |
| YTD | +24.0% | +7.8% | +16.2% | +23.0% |
| 1Y | +45.1% | -12.2% | +57.3% | +48.7% |
| All | +45.1% | -13.2% | +58.3% | +48.7% |
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