+223.4%
CDW vs FND
+57.9%
+165.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | -0.1% |
| 7D | +9.3% | -6.8% | +16.2% | +11.3% |
| 30D | +14.4% | +8.0% | +6.4% | +12.2% |
| 3M | +21.4% | -18.9% | +40.3% | +27.9% |
| 6M | +72.8% | +4.7% | +68.1% | +68.5% |
| YTD | +28.0% | -21.6% | +49.6% | +32.9% |
| 1Y | +19.3% | -22.0% | +41.4% | +23.8% |
| 3Y | -15.3% | -40.4% | +25.1% | -9.1% |
| 5Y | -3.8% | -63.8% | +60.0% | +12.3% |
| All | +223.4% | +57.9% | +165.6% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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