+19.3%
CDW vs RBA
-5.8%
+25.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | +9.3% | +1.7% | +7.6% | +8.6% |
| 30D | +14.4% | +8.3% | +6.0% | +10.6% |
| 3M | +21.4% | +10.5% | +10.9% | +16.3% |
| 6M | +72.8% | -5.9% | +78.7% | +75.2% |
| YTD | +28.0% | -6.9% | +34.9% | +30.3% |
| 1Y | +19.3% | -4.9% | +24.2% | +19.7% |
| All | +19.3% | -5.8% | +25.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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