+19.3%
CDW vs AS
-3.7%
+23.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.6% |
| 7D | +9.3% | -4.9% | +14.2% | +9.7% |
| 30D | +14.4% | +3.9% | +10.5% | +14.3% |
| 3M | +21.4% | -9.6% | +31.0% | +21.5% |
| 6M | +72.8% | -8.7% | +81.5% | +72.4% |
| YTD | +28.0% | -19.8% | +47.9% | +28.8% |
| 1Y | +19.3% | -1.5% | +20.9% | +17.6% |
| All | +19.3% | -3.7% | +23.1% | +17.6% |
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