-22.2%
CDW vs FND
-36.7%
+14.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +2.1% | +7.7% | -5.6% | +0.5% |
| 30D | +14.7% | +11.9% | +2.9% | +12.0% |
| 3M | +11.1% | -14.6% | +25.7% | +14.4% |
| 6M | +45.6% | +0.5% | +45.1% | +43.6% |
| YTD | +17.1% | -15.8% | +32.9% | +19.6% |
| 1Y | +13.2% | -12.9% | +26.1% | +14.3% |
| 3Y | -22.2% | -34.2% | +12.0% | -19.5% |
| All | -22.2% | -36.7% | +14.5% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling