+265.0%
CDW vs TRGP
+868.8%
-603.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -7.4% | -0.6% | -6.8% | -7.2% |
| 30D | +5.8% | +10.0% | -4.1% | +3.2% |
| 3M | +10.8% | +7.6% | +3.2% | +8.4% |
| 6M | +21.5% | +26.8% | -5.3% | +14.2% |
| YTD | +6.4% | +60.6% | -54.2% | -5.6% |
| 1Y | -14.8% | +82.5% | -97.3% | -26.9% |
| 3Y | -29.9% | +265.0% | -294.9% | -49.5% |
| 5Y | -22.9% | +645.9% | -668.8% | -53.4% |
| All | +265.0% | +868.8% | -603.7% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling