+269.4%
CDW vs RUN
+43.6%
+225.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | -0.9% |
| 7D | -4.2% | -1.8% | -2.5% | -4.1% |
| 30D | +4.9% | -10.8% | +15.7% | +6.1% |
| 3M | +7.3% | -30.2% | +37.4% | +11.0% |
| 6M | +19.2% | -22.3% | +41.5% | +21.1% |
| YTD | +6.2% | -52.2% | +58.4% | +12.6% |
| 1Y | -14.0% | -45.1% | +31.1% | -11.0% |
| 3Y | -30.0% | -37.1% | +7.1% | -38.5% |
| 5Y | -23.6% | -80.3% | +56.7% | -26.2% |
| 10Y | +269.4% | +45.2% | +224.2% | +127.5% |
| All | +269.4% | +43.6% | +225.8% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RUN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling