+19.3%
CDW vs TRGP
+76.5%
-57.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +9.3% | +12.4% | -3.0% | +7.9% |
| 30D | +14.4% | +2.6% | +11.7% | +13.4% |
| 3M | +21.4% | +11.9% | +9.6% | +17.6% |
| 6M | +72.8% | +13.9% | +58.9% | +65.1% |
| YTD | +28.0% | +64.2% | -36.2% | +14.7% |
| 1Y | +19.3% | +78.5% | -59.1% | +4.6% |
| All | +19.3% | +76.5% | -57.2% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling