-9.3%
CDW vs IBB
+37.5%
-46.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.8% |
| 7D | +2.1% | -1.8% | +3.9% | +3.2% |
| 30D | +14.7% | +5.1% | +9.7% | +12.0% |
| 3M | +11.1% | +10.7% | +0.4% | +5.2% |
| 6M | +45.6% | +22.9% | +22.7% | +29.7% |
| YTD | +17.1% | +26.7% | -9.6% | +1.5% |
| 1Y | +13.2% | +35.1% | -21.9% | -5.9% |
| 3Y | -22.2% | +80.2% | -102.4% | -46.5% |
| All | -9.3% | +37.5% | -46.7% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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