+813.3%
CDW vs GFI
+1,207.0%
-393.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.7% | -5.2% |
| 7D | -3.9% | +5.7% | -9.5% | -3.8% |
| 30D | +6.9% | +15.6% | -8.7% | +7.1% |
| 3M | +7.7% | +31.5% | -23.8% | +8.2% |
| 6M | +18.3% | -3.7% | +22.0% | +18.7% |
| YTD | +7.8% | +11.2% | -3.5% | +8.1% |
| 1Y | -12.2% | +36.4% | -48.5% | -11.7% |
| 3Y | -28.9% | +313.5% | -342.5% | -28.1% |
| 5Y | -22.8% | +528.0% | -550.8% | -21.5% |
| 10Y | +266.1% | +1,021.4% | -755.4% | +288.7% |
| All | +813.3% | +1,207.0% | -393.7% | +883.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded GFI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling