+21.5%
CDW vs AS
+3.3%
+18.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +5.1% | +7.6% | +12.2% |
| 7D | +3.7% | +13.8% | -10.0% | +2.9% |
| 30D | +26.0% | +16.7% | +9.3% | +24.9% |
| 3M | +10.1% | -11.5% | +21.6% | +9.8% |
| 6M | +26.1% | -5.5% | +31.6% | +24.9% |
| YTD | +25.9% | -14.2% | +40.1% | +26.4% |
| 1Y | +21.5% | +2.1% | +19.5% | +18.5% |
| All | +21.5% | +3.3% | +18.2% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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