+892.4%
CDW vs GEN
+269.8%
+622.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.1% |
| 7D | +2.1% | +2.3% | -0.2% | +1.5% |
| 30D | +14.7% | +33.1% | -18.3% | +5.6% |
| 3M | +11.1% | +6.5% | +4.6% | +8.4% |
| 6M | +45.6% | +53.8% | -8.2% | +28.3% |
| YTD | +17.1% | +11.2% | +5.9% | +12.3% |
| 1Y | +13.2% | +19.4% | -6.2% | +6.4% |
| 3Y | -22.2% | +81.0% | -103.2% | -34.7% |
| 5Y | -10.1% | +33.4% | -43.6% | -20.1% |
| 10Y | +307.0% | +164.3% | +142.7% | +192.4% |
| All | +892.4% | +269.8% | +622.7% | +547.5% |
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