+319.5%
CDW vs BEN
+70.4%
+249.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.3% | -1.5% | +2.1% |
| 7D | +9.3% | +12.2% | -2.9% | +4.2% |
| 30D | +15.8% | +12.1% | +3.7% | +10.4% |
| 3M | +21.8% | +7.3% | +14.5% | +18.1% |
| 6M | +58.8% | +17.9% | +40.9% | +47.2% |
| YTD | +22.8% | +55.4% | -32.7% | +0.1% |
| 1Y | +17.9% | +69.3% | -51.4% | -7.4% |
| 3Y | -17.4% | +82.8% | -100.3% | -39.4% |
| 5Y | -5.7% | +28.8% | -34.5% | -21.2% |
| 10Y | +319.5% | +53.9% | +265.6% | +185.6% |
| All | +319.5% | +70.4% | +249.0% | +185.6% |
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