+283.4%
CDW vs ARWR
+1,099.2%
-815.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +3.2% | +1.7% | +1.5% | +3.0% |
| 30D | +9.3% | -0.7% | +9.9% | +9.3% |
| 3M | +9.8% | +14.9% | -5.1% | +7.7% |
| 6M | +23.3% | +32.6% | -9.3% | +18.3% |
| YTD | +13.7% | +30.0% | -16.4% | +9.0% |
| 1Y | -6.5% | +208.4% | -214.8% | -19.4% |
| 3Y | -25.2% | +208.8% | -234.0% | -38.8% |
| 5Y | -19.5% | +27.8% | -47.3% | -30.0% |
| All | +283.4% | +1,099.2% | -815.8% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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