-12.7%
CDW vs IVZ
+51.3%
-64.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.2% | -3.0% | -4.8% |
| 7D | -3.9% | +1.1% | -5.0% | -4.0% |
| 30D | +6.9% | +3.1% | +3.8% | +6.5% |
| 3M | +7.7% | +18.2% | -10.5% | +4.6% |
| 6M | +18.3% | +38.6% | -20.3% | +7.8% |
| YTD | +7.8% | +25.9% | -18.1% | +1.9% |
| All | -12.7% | +51.3% | -64.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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