-6.5%
CDW vs TROW
+0.2%
-6.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +3.2% | -1.3% | +4.5% | +3.4% |
| 30D | +9.3% | -4.5% | +13.8% | +10.2% |
| 3M | +9.8% | +3.9% | +5.9% | +8.3% |
| 6M | +23.3% | +22.6% | +0.8% | +15.8% |
| YTD | +13.7% | +10.1% | +3.5% | +8.7% |
| 1Y | -6.5% | +3.6% | -10.1% | -11.8% |
| All | -6.5% | +0.2% | -6.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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