+21.5%
CDW vs AEIS
+6.2%
+15.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -11.1% | +23.8% | +12.2% |
| 7D | +3.7% | -12.7% | +16.4% | +3.3% |
| 30D | +26.0% | -28.8% | +54.8% | +25.2% |
| 3M | +10.1% | -38.0% | +48.1% | +8.8% |
| 6M | +26.1% | -45.3% | +71.4% | +26.1% |
| YTD | +25.9% | +1.1% | +24.7% | +15.9% |
| 1Y | +21.5% | +8.6% | +12.9% | +9.5% |
| All | +21.5% | +6.2% | +15.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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