+265.0%
CDW vs TRI
+191.2%
+73.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.8% |
| 7D | -7.4% | -14.4% | +7.0% | -0.4% |
| 30D | +5.8% | -8.1% | +14.0% | +9.7% |
| 3M | +10.8% | +17.5% | -6.7% | +1.2% |
| 6M | +21.5% | -5.0% | +26.4% | +22.2% |
| YTD | +6.4% | -24.7% | +31.1% | +19.0% |
| 1Y | -14.8% | -41.5% | +26.7% | +9.2% |
| 3Y | -29.9% | -20.3% | -9.5% | -28.4% |
| 5Y | -22.9% | -10.9% | -11.9% | -27.7% |
| All | +265.0% | +191.2% | +73.8% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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