+21.5%
CDW vs IAG
+56.5%
-35.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +10.2% | +2.5% | +13.5% |
| 7D | +3.7% | +1.1% | +2.6% | +3.4% |
| 30D | +26.0% | -5.3% | +31.3% | +24.8% |
| 3M | +10.1% | +18.0% | -7.9% | +13.7% |
| 6M | +26.1% | +7.1% | +18.9% | +29.9% |
| YTD | +25.9% | +5.9% | +19.9% | +27.5% |
| 1Y | +21.5% | +59.4% | -37.8% | +8.7% |
| All | +21.5% | +56.5% | -35.0% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling