-9.3%
CDW vs IBN
+68.5%
-77.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.2% | -5.1% | -2.4% |
| 7D | +2.1% | +15.1% | -13.0% | -3.0% |
| 30D | +14.7% | +21.6% | -6.9% | +6.8% |
| 3M | +11.1% | +11.2% | -0.1% | +6.8% |
| 6M | +45.6% | +27.8% | +17.8% | +32.9% |
| YTD | +17.1% | +14.7% | +2.4% | +10.9% |
| 1Y | +13.2% | +14.4% | -1.2% | +7.2% |
| 3Y | -22.2% | +52.1% | -74.3% | -37.2% |
| All | -9.3% | +68.5% | -77.8% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling