-22.8%
CDW vs QID
-80.7%
+57.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.5% | -5.1% |
| 7D | -3.9% | -2.7% | -1.1% | -4.8% |
| 30D | +6.9% | +1.8% | +5.1% | +7.8% |
| 3M | +7.7% | -2.2% | +9.8% | +7.8% |
| 6M | +18.3% | -32.1% | +50.5% | +4.2% |
| YTD | +7.8% | -28.6% | +36.3% | -2.9% |
| 1Y | -12.2% | -36.3% | +24.2% | -23.5% |
| 3Y | -28.9% | -74.4% | +45.5% | -51.8% |
| 5Y | -22.8% | -80.8% | +58.0% | -46.6% |
| All | -22.8% | -80.7% | +57.9% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling