+21.5%
CDW vs PSLV
+7.9%
+13.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +6.0% | +6.7% | +12.8% |
| 7D | +3.7% | -2.6% | +6.4% | +3.5% |
| 30D | +26.0% | -14.2% | +40.2% | +24.9% |
| 3M | +10.1% | -12.2% | +22.3% | +9.6% |
| 6M | +26.1% | -28.1% | +54.1% | +24.3% |
| YTD | +25.9% | -28.2% | +54.1% | +17.7% |
| 1Y | +21.5% | +9.1% | +12.4% | -0.7% |
| All | +21.5% | +7.9% | +13.7% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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