-28.9%
CDW vs GEN
+57.7%
-86.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.7% | -2.4% | -4.1% |
| 7D | -3.9% | -0.7% | -3.2% | -3.6% |
| 30D | +6.9% | +2.6% | +4.2% | +5.9% |
| 3M | +7.7% | +15.8% | -8.1% | +1.8% |
| 6M | +18.3% | +33.1% | -14.8% | +6.7% |
| YTD | +7.8% | +11.3% | -3.5% | +3.5% |
| 1Y | -12.2% | +1.7% | -13.8% | -13.1% |
| 3Y | -28.9% | +58.1% | -87.1% | -35.7% |
| All | -28.9% | +57.7% | -86.7% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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