+19.6%
CDW vs INDA
-5.4%
+25.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +9.1% | +3.1% | +6.0% | +7.8% |
| 30D | +13.7% | +9.1% | +4.6% | +10.4% |
| 3M | +27.0% | +3.2% | +23.8% | +24.8% |
| 6M | +75.9% | +8.5% | +67.4% | +71.5% |
| YTD | +28.9% | -4.6% | +33.5% | +25.7% |
| 1Y | +19.6% | -5.5% | +25.1% | +17.0% |
| All | +19.6% | -5.4% | +25.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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