+168.3%
CDW vs FND
+57.3%
+111.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -4.2% | -0.8% | -3.5% | -4.0% |
| 30D | +4.9% | -19.6% | +24.4% | +10.7% |
| 3M | +7.3% | -4.3% | +11.6% | +7.4% |
| 6M | +19.2% | -20.4% | +39.6% | +23.8% |
| YTD | +6.2% | -21.9% | +28.0% | +10.3% |
| 1Y | -14.0% | -45.2% | +31.2% | -2.2% |
| 3Y | -30.0% | -49.2% | +19.2% | -21.7% |
| 5Y | -23.6% | -61.8% | +38.2% | -12.2% |
| All | +168.3% | +57.3% | +111.0% | +124.0% |
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