+22.7%
CDW vs INIO
-54.6%
+77.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.3% | -3.4% | +5.3% |
| 7D | +9.3% | -9.1% | +18.5% | +8.0% |
| 30D | +15.8% | -24.7% | +40.4% | +14.1% |
| 3M | +21.8% | -45.5% | +67.3% | +18.2% |
| All | +22.7% | -54.6% | +77.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling