-5.1%
CDW vs SOLS
+22.7%
-27.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.4% | -5.2% |
| 7D | -3.9% | +4.5% | -8.4% | -3.8% |
| 30D | +6.9% | +6.0% | +0.9% | +7.1% |
| 3M | +7.7% | -19.7% | +27.4% | +7.4% |
| 6M | +18.3% | -10.4% | +28.7% | +18.6% |
| YTD | +7.8% | +33.3% | -25.5% | +3.9% |
| All | -5.1% | +22.7% | -27.8% | -9.1% |
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