-12.2%
CDW vs IT
-29.8%
+17.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.4% | +2.2% | -3.2% |
| 7D | -3.9% | -9.1% | +5.3% | -1.5% |
| 30D | +6.9% | -7.0% | +13.9% | +8.6% |
| 3M | +7.7% | +7.6% | +0.1% | +4.0% |
| 6M | +18.3% | +2.1% | +16.2% | +15.0% |
| YTD | +7.8% | -31.6% | +39.3% | +15.4% |
| 1Y | -12.2% | -29.9% | +17.7% | -7.0% |
| All | -12.2% | -29.8% | +17.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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