+319.5%
CDW vs RGEN
+508.6%
-189.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.7% | +4.2% |
| 7D | +9.3% | +3.5% | +5.8% | +8.6% |
| 30D | +15.8% | +2.9% | +12.9% | +15.2% |
| 3M | +21.8% | +9.2% | +12.6% | +18.9% |
| 6M | +58.8% | +44.9% | +13.8% | +44.3% |
| YTD | +22.8% | +9.2% | +13.6% | +18.0% |
| 1Y | +17.9% | +25.3% | -7.4% | +9.8% |
| 3Y | -17.4% | +21.7% | -39.2% | -25.8% |
| 5Y | -5.7% | -34.5% | +28.8% | -8.2% |
| 10Y | +319.5% | +478.9% | -159.4% | +143.6% |
| All | +319.5% | +508.6% | -189.1% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling