-18.9%
CDW vs TECH
-42.5%
+23.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +9.3% | +0.7% | +8.6% | +9.0% |
| 3M | +9.8% | +36.3% | -26.6% | -1.1% |
| 6M | +23.3% | +25.6% | -2.2% | +14.0% |
| YTD | +13.7% | +23.7% | -10.0% | +5.3% |
| 1Y | -6.5% | +37.6% | -44.1% | -16.5% |
| 3Y | -25.2% | -6.6% | -18.7% | -27.6% |
| All | -18.9% | -42.5% | +23.6% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling