+266.1%
CDW vs BEN
+56.5%
+209.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | -3.9% | +4.7% | -8.6% | -5.7% |
| 30D | +6.9% | +2.6% | +4.3% | +5.7% |
| 3M | +7.7% | +11.5% | -3.8% | +2.5% |
| 6M | +18.3% | +35.3% | -17.0% | +2.7% |
| YTD | +7.8% | +48.6% | -40.9% | -10.2% |
| 1Y | -12.2% | +46.7% | -58.9% | -26.6% |
| 3Y | -28.9% | +57.0% | -86.0% | -44.1% |
| 5Y | -22.8% | +41.8% | -64.6% | -38.3% |
| 10Y | +266.1% | +55.2% | +210.8% | +156.2% |
| All | +266.1% | +56.5% | +209.6% | +156.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling