+11.2%
CDW vs SOLS
+23.7%
-12.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.9% |
| 7D | +13.1% | +5.3% | +7.8% | +13.0% |
| 30D | +19.1% | +6.0% | +13.1% | +19.1% |
| 3M | +24.7% | +7.9% | +16.8% | +24.7% |
| 6M | +63.4% | -16.7% | +80.1% | +62.4% |
| YTD | +26.3% | +34.3% | -8.0% | +21.5% |
| 1Y | +20.6% | +38.2% | -17.6% | +15.1% |
| All | +11.2% | +23.7% | -12.4% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling