+970.6%
CDW vs GEN
+272.5%
+698.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | +13.1% | +1.0% | +12.1% | +12.9% |
| 30D | +19.1% | +29.1% | -10.0% | +10.5% |
| 3M | +24.7% | +2.9% | +21.8% | +23.0% |
| 6M | +63.4% | +33.6% | +29.7% | +50.1% |
| YTD | +26.3% | +12.0% | +14.3% | +20.9% |
| 1Y | +20.6% | +16.2% | +4.4% | +14.2% |
| 3Y | -16.3% | +65.1% | -81.4% | -28.1% |
| 5Y | -3.9% | +33.3% | -37.2% | -14.5% |
| 10Y | +331.5% | +149.7% | +181.8% | +214.2% |
| All | +970.6% | +272.5% | +698.1% | +597.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling