+298.9%
CDW vs TRI
+225.2%
+73.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +9.3% | -2.9% | +12.2% | +10.7% |
| 30D | +14.4% | +3.7% | +10.7% | +11.7% |
| 3M | +21.4% | +3.7% | +17.7% | +17.7% |
| 6M | +72.8% | +35.1% | +37.7% | +45.7% |
| YTD | +28.0% | -14.0% | +42.0% | +33.3% |
| 1Y | +19.3% | -19.0% | +38.3% | +28.3% |
| 3Y | -15.3% | -12.0% | -3.3% | -17.7% |
| 5Y | -3.8% | +0.6% | -4.4% | -15.6% |
| All | +298.9% | +225.2% | +73.7% | +111.5% |
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