+319.5%
CDW vs IBN
+368.7%
-49.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.2% | +4.3% |
| 7D | +9.3% | +14.6% | -5.3% | +4.8% |
| 30D | +15.8% | +23.5% | -7.7% | +8.4% |
| 3M | +21.8% | +14.0% | +7.8% | +16.9% |
| 6M | +58.8% | +31.1% | +27.6% | +45.7% |
| YTD | +22.8% | +16.6% | +6.2% | +16.3% |
| 1Y | +17.9% | +14.9% | +3.0% | +12.2% |
| 3Y | -17.4% | +56.9% | -74.3% | -29.9% |
| 5Y | -5.7% | +69.7% | -75.4% | -22.6% |
| 10Y | +319.5% | +365.4% | -45.9% | +172.0% |
| All | +319.5% | +368.7% | -49.2% | +172.0% |
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