+863.2%
CDW vs SUI
+287.8%
+575.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +3.2% | -2.8% | +6.0% | +4.2% |
| 30D | +9.3% | -1.2% | +10.5% | +9.7% |
| 3M | +9.8% | -1.7% | +11.5% | +10.4% |
| 6M | +23.3% | -10.5% | +33.8% | +27.8% |
| YTD | +13.7% | -1.8% | +15.5% | +13.8% |
| 1Y | -6.5% | -4.1% | -2.4% | -5.7% |
| 3Y | -25.2% | +11.3% | -36.5% | -30.4% |
| 5Y | -19.5% | -32.1% | +12.6% | -10.2% |
| 10Y | +285.8% | +110.4% | +175.4% | +202.1% |
| All | +863.2% | +287.8% | +575.5% | +575.0% |
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