+302.2%
CDW vs TRGP
+805.3%
-503.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.5% | +1.3% |
| 7D | +2.6% | +2.4% | +0.2% | +2.1% |
| 30D | +20.4% | +0.8% | +19.6% | +19.8% |
| 3M | +28.5% | +10.4% | +18.1% | +24.8% |
| 6M | +70.6% | +16.3% | +54.4% | +63.1% |
| YTD | +29.1% | +61.1% | -32.0% | +14.0% |
| 1Y | +23.8% | +71.6% | -47.8% | +7.5% |
| 3Y | -14.5% | +267.5% | -281.9% | -38.8% |
| 5Y | -1.6% | +488.1% | -489.7% | -37.7% |
| All | +302.2% | +805.3% | -503.1% | +107.9% |
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