+0.6%
CDW vs Q
+66.4%
-65.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.3% | -7.2% | -0.8% |
| 7D | +2.1% | +0.3% | +1.8% | +2.1% |
| 30D | +14.7% | -9.8% | +24.6% | +14.6% |
| 3M | +11.1% | -12.2% | +23.3% | +11.0% |
| 6M | +45.6% | -21.6% | +67.2% | +44.1% |
| YTD | +17.1% | +43.6% | -26.5% | +11.2% |
| 1Y | +13.2% | +25.7% | -12.5% | +5.4% |
| All | +0.6% | +66.4% | -65.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 all: compounded portfolio wealth divided by compounded Q 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…
all analysis · Full analysis span regression · 6 months rolling