-21.2%
CDW vs SUI
+16.6%
-37.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +2.1% | +6.2% | -4.1% | +0.9% |
| 30D | +14.7% | +8.6% | +6.2% | +12.8% |
| 3M | +11.1% | +1.0% | +10.1% | +10.7% |
| 6M | +45.6% | -2.6% | +48.2% | +45.9% |
| YTD | +17.1% | -0.1% | +17.2% | +16.6% |
| 1Y | +13.2% | +0.5% | +12.7% | +12.5% |
| All | -21.2% | +16.6% | -37.8% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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