+940.6%
CDW vs IBN
+458.1%
+482.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.2% | +4.4% |
| 7D | +9.3% | +14.6% | -5.3% | +5.3% |
| 30D | +15.8% | +23.5% | -7.7% | +9.3% |
| 3M | +21.8% | +14.0% | +7.8% | +17.5% |
| 6M | +58.8% | +31.1% | +27.6% | +47.2% |
| YTD | +22.8% | +16.6% | +6.2% | +17.1% |
| 1Y | +17.9% | +14.9% | +3.0% | +12.8% |
| 3Y | -17.4% | +56.9% | -74.3% | -28.3% |
| 5Y | -5.7% | +69.7% | -75.4% | -20.3% |
| 10Y | +319.5% | +365.4% | -45.9% | +173.4% |
| All | +940.6% | +458.1% | +482.4% | +529.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling