+269.4%
CDW vs IBN
+312.2%
-42.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -0.9% |
| 7D | -4.2% | -5.1% | +0.9% | -2.7% |
| 30D | +4.9% | -3.5% | +8.4% | +6.0% |
| 3M | +7.3% | +11.3% | -4.0% | +3.7% |
| 6M | +19.2% | +4.4% | +14.7% | +17.0% |
| YTD | +6.2% | -1.8% | +8.0% | +6.1% |
| 1Y | -14.0% | -8.0% | -6.0% | -12.5% |
| 3Y | -30.0% | +27.1% | -57.1% | -36.4% |
| 5Y | -23.6% | +54.5% | -78.1% | -35.2% |
| 10Y | +269.4% | +314.2% | -44.9% | +155.1% |
| All | +269.4% | +312.2% | -42.8% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling