-14.7%
CDW vs A
+63.6%
-78.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.7% |
| 7D | +9.1% | +0.7% | +8.4% | +8.8% |
| 30D | +13.7% | +0.8% | +12.9% | +13.5% |
| 3M | +27.0% | +16.9% | +10.1% | +19.5% |
| 6M | +75.9% | +53.8% | +22.1% | +47.6% |
| YTD | +28.9% | +28.1% | +0.8% | +16.2% |
| 1Y | +19.6% | +15.0% | +4.6% | +12.9% |
| All | -14.7% | +63.6% | -78.4% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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