+283.8%
CDW vs AR
+52.0%
+231.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +3.2% | +2.5% | +0.7% | +2.9% |
| 30D | +9.3% | +14.8% | -5.5% | +7.5% |
| 3M | +9.8% | +6.2% | +3.6% | +8.9% |
| 6M | +23.3% | +4.3% | +19.1% | +22.6% |
| YTD | +13.7% | +14.4% | -0.7% | +11.6% |
| 1Y | -6.5% | +21.3% | -27.8% | -9.0% |
| 3Y | -25.2% | +39.8% | -65.0% | -29.2% |
| 5Y | -19.5% | +142.1% | -161.6% | -29.2% |
| All | +283.8% | +52.0% | +231.7% | +240.4% |
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