+73.2%
CDW vs ACI
+32.1%
+41.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.4% |
| 7D | +2.6% | -5.3% | +7.9% | +3.3% |
| 30D | +20.4% | +5.0% | +15.4% | +19.7% |
| 3M | +28.5% | +7.5% | +20.9% | +27.3% |
| 6M | +70.6% | -16.0% | +86.6% | +72.8% |
| YTD | +29.1% | -20.6% | +49.7% | +31.4% |
| 1Y | +23.8% | -23.5% | +47.3% | +26.5% |
| 3Y | -14.5% | -32.1% | +17.7% | -12.0% |
| 5Y | -1.6% | -42.5% | +40.9% | +1.6% |
| All | +73.2% | +32.1% | +41.0% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling