+901.2%
CDW vs SUI
+300.4%
+600.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.4% |
| 7D | -4.1% | +8.8% | -12.9% | -6.9% |
| 30D | +16.7% | +8.9% | +7.8% | +13.2% |
| 3M | +13.6% | +2.0% | +11.6% | +12.6% |
| 6M | +17.0% | -0.6% | +17.7% | +16.8% |
| YTD | +18.1% | +1.3% | +16.8% | +16.8% |
| 1Y | +10.5% | +1.3% | +9.2% | +9.2% |
| 3Y | -20.9% | +16.3% | -37.2% | -27.5% |
| 5Y | -9.3% | -25.1% | +15.7% | -2.5% |
| 10Y | +310.6% | +121.1% | +189.5% | +216.2% |
| All | +901.2% | +300.4% | +600.9% | +592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling