-18.9%
CDW vs GEN
+24.6%
-43.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.3% |
| 7D | +3.2% | -1.2% | +4.4% | +3.6% |
| 30D | +9.3% | +10.1% | -0.9% | +5.6% |
| 3M | +9.8% | +16.1% | -6.3% | +4.1% |
| 6M | +23.3% | +38.9% | -15.5% | +10.1% |
| YTD | +13.7% | +14.4% | -0.8% | +8.0% |
| 1Y | -6.5% | +5.9% | -12.3% | -9.0% |
| 3Y | -25.2% | +58.8% | -84.0% | -36.0% |
| All | -18.9% | +24.6% | -43.5% | -27.0% |
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