+21.5%
CDW vs ACWI
+14.9%
+6.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.7% | +11.0% | +11.8% |
| 7D | +3.7% | -0.5% | +4.2% | +3.9% |
| 30D | +26.0% | -1.6% | +27.6% | +26.8% |
| 3M | +10.1% | -1.3% | +11.4% | +10.7% |
| 6M | +26.1% | +5.8% | +20.2% | +24.0% |
| YTD | +25.9% | +12.7% | +13.1% | +17.4% |
| 1Y | +21.5% | +15.0% | +6.5% | +10.7% |
| All | +21.5% | +14.9% | +6.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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