+21.5%
CDW vs PLTD
-16.1%
+37.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.4% | +10.3% | +13.0% |
| 7D | +3.7% | +14.4% | -10.7% | +5.9% |
| 30D | +26.0% | +8.6% | +17.4% | +27.9% |
| 3M | +10.1% | -9.2% | +19.3% | +9.9% |
| 6M | +26.1% | -29.5% | +55.6% | +23.4% |
| YTD | +25.9% | -20.2% | +46.1% | +23.9% |
| 1Y | +21.5% | -16.5% | +38.1% | +20.9% |
| All | +21.5% | -16.1% | +37.7% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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