+301.5%
CDW vs AR
+57.2%
+244.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | +9.1% | +6.4% | +2.7% | +8.3% |
| 30D | +13.7% | +3.1% | +10.6% | +13.1% |
| 3M | +27.0% | +3.3% | +23.8% | +26.2% |
| 6M | +75.9% | +6.6% | +69.3% | +74.0% |
| YTD | +28.9% | +12.3% | +16.5% | +26.5% |
| 1Y | +19.6% | +12.3% | +7.3% | +17.3% |
| 3Y | -14.6% | +50.4% | -65.1% | -19.8% |
| 5Y | -3.2% | +101.0% | -104.1% | -13.2% |
| All | +301.5% | +57.2% | +244.3% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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