+20.6%
CDW vs NWSA
-0.1%
+20.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +13.1% | -9.7% | +22.8% | +17.3% |
| 30D | +19.1% | -8.6% | +27.7% | +23.4% |
| 3M | +24.7% | -6.3% | +31.0% | +28.7% |
| 6M | +63.4% | -1.2% | +64.5% | +66.5% |
| YTD | +26.3% | +2.6% | +23.7% | +27.8% |
| 1Y | +20.6% | 0.0% | +20.5% | +24.0% |
| All | +20.6% | -0.1% | +20.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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