+293.0%
CDW vs ARWR
+906.2%
-613.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.0% |
| 7D | +2.1% | -2.9% | +5.0% | +2.5% |
| 30D | +14.7% | -5.4% | +20.1% | +15.4% |
| 3M | +11.1% | -32.2% | +43.4% | +15.6% |
| 6M | +45.6% | -26.5% | +72.1% | +49.3% |
| YTD | +17.1% | -12.4% | +29.5% | +16.9% |
| 1Y | +13.2% | +46.9% | -33.7% | +5.8% |
| 3Y | -22.2% | +116.0% | -138.2% | -33.8% |
| 5Y | -10.1% | -28.0% | +17.8% | -17.0% |
| All | +293.0% | +906.2% | -613.2% | +183.2% |
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