-12.2%
CDW vs TECH
+34.5%
-46.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | -3.9% | +0.2% | -4.1% | -3.9% |
| 30D | +6.9% | +0.1% | +6.8% | +6.8% |
| 3M | +7.7% | +37.5% | -29.8% | -4.7% |
| 6M | +18.3% | +34.6% | -16.3% | +7.2% |
| YTD | +7.8% | +23.5% | -15.7% | +0.1% |
| 1Y | -12.2% | +34.4% | -46.6% | -17.9% |
| All | -12.2% | +34.5% | -46.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling