+21.5%
CDW vs BWA
+17.4%
+4.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -2.5% | +15.2% | +12.5% |
| 7D | +3.7% | -9.9% | +13.6% | +3.0% |
| 30D | +26.0% | -16.4% | +42.4% | +24.5% |
| 3M | +10.1% | -19.8% | +29.9% | +8.7% |
| 6M | +26.1% | -10.0% | +36.0% | +26.6% |
| YTD | +25.9% | +12.7% | +13.1% | +15.5% |
| 1Y | +21.5% | +15.7% | +5.9% | +10.3% |
| All | +21.5% | +17.4% | +4.2% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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