+19.3%
CDW vs BR
-11.4%
+30.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +9.3% | +1.1% | +8.3% | +8.7% |
| 30D | +14.4% | +14.4% | 0.0% | +6.5% |
| 3M | +21.4% | +12.4% | +9.0% | +13.9% |
| 6M | +72.8% | +35.4% | +37.4% | +49.7% |
| YTD | +28.0% | -12.2% | +40.2% | +33.5% |
| 1Y | +19.3% | -12.7% | +32.1% | +24.6% |
| All | +19.3% | -11.4% | +30.8% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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