+286.1%
CDW vs BBWI
-54.5%
+340.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.6% |
| 7D | +3.2% | +1.5% | +1.7% | +2.9% |
| 30D | +9.3% | -5.2% | +14.5% | +9.9% |
| 3M | +9.8% | +11.1% | -1.3% | +6.7% |
| 6M | +23.3% | -13.4% | +36.7% | +24.5% |
| YTD | +13.7% | +0.1% | +13.6% | +11.0% |
| 1Y | -6.5% | -36.1% | +29.6% | -0.9% |
| 3Y | -25.2% | -44.1% | +18.9% | -21.3% |
| 5Y | -19.5% | -66.2% | +46.8% | -9.6% |
| All | +286.1% | -54.5% | +340.6% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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