+17.2%
CDW vs IBN
+14.7%
+2.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.2% | +4.6% |
| 7D | +9.3% | +14.6% | -5.3% | +6.9% |
| 30D | +15.8% | +23.5% | -7.7% | +12.2% |
| 3M | +21.8% | +14.0% | +7.8% | +18.4% |
| 6M | +58.8% | +31.1% | +27.6% | +55.0% |
| YTD | +22.8% | +16.6% | +6.2% | +24.0% |
| All | +17.2% | +14.7% | +2.5% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling