+21.5%
CDW vs RVTY
+74.0%
-52.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -2.5% | +15.2% | +12.9% |
| 7D | +3.7% | -3.6% | +7.3% | +4.1% |
| 30D | +26.0% | +1.4% | +24.6% | +25.9% |
| 3M | +10.1% | +43.2% | -33.1% | +6.5% |
| 6M | +26.1% | +84.5% | -58.4% | +15.0% |
| YTD | +25.9% | +65.2% | -39.3% | +18.7% |
| 1Y | +21.5% | +74.3% | -52.8% | +11.6% |
| All | +21.5% | +74.0% | -52.4% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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