+940.6%
CDW vs INDA
+155.6%
+785.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.0% | +3.8% | +4.3% |
| 7D | +9.3% | +6.1% | +3.2% | +6.1% |
| 30D | +15.8% | +11.7% | +4.1% | +9.5% |
| 3M | +21.8% | +2.1% | +19.7% | +20.7% |
| 6M | +58.8% | +3.2% | +55.6% | +56.3% |
| YTD | +22.8% | -4.9% | +27.7% | +25.5% |
| 1Y | +17.9% | -4.4% | +22.3% | +20.0% |
| 3Y | -17.4% | +17.6% | -35.0% | -24.9% |
| 5Y | -5.7% | +9.9% | -15.6% | -11.3% |
| 10Y | +319.5% | +102.7% | +216.8% | +193.3% |
| All | +940.6% | +155.6% | +785.0% | +581.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling