-3.7%
CDW vs GEN
+33.3%
-37.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.5% |
| 7D | +9.3% | +2.0% | +7.3% | +8.5% |
| 30D | +14.4% | +27.7% | -13.4% | +4.8% |
| 3M | +21.4% | +3.3% | +18.2% | +19.2% |
| 6M | +72.8% | +31.8% | +41.0% | +56.7% |
| YTD | +28.0% | +13.5% | +14.5% | +21.1% |
| 1Y | +19.3% | +16.0% | +3.3% | +12.1% |
| 3Y | -15.3% | +70.6% | -85.9% | -29.2% |
| All | -3.7% | +33.3% | -37.0% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling