-6.5%
CDW vs BEN
+42.6%
-49.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.8% |
| 7D | +3.2% | +0.2% | +2.9% | +3.1% |
| 30D | +9.3% | -0.5% | +9.8% | +9.3% |
| 3M | +9.8% | +9.7% | +0.1% | +7.3% |
| 6M | +23.3% | +33.9% | -10.6% | +10.9% |
| YTD | +13.7% | +49.0% | -35.3% | 0.0% |
| 1Y | -6.5% | +42.1% | -48.6% | -22.8% |
| All | -6.5% | +42.6% | -49.0% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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