+269.4%
CDW vs TRU
+146.7%
+122.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.1% |
| 7D | -4.2% | -6.5% | +2.2% | -1.5% |
| 30D | +4.9% | -2.5% | +7.3% | +5.9% |
| 3M | +7.3% | +10.4% | -3.1% | +2.1% |
| 6M | +19.2% | +1.6% | +17.5% | +16.5% |
| YTD | +6.2% | -9.7% | +15.9% | +8.4% |
| 1Y | -14.0% | -17.3% | +3.2% | -9.5% |
| 3Y | -30.0% | -1.8% | -28.2% | -35.8% |
| 5Y | -23.6% | -36.2% | +12.6% | -13.8% |
| 10Y | +269.4% | +143.2% | +126.2% | +156.5% |
| All | +269.4% | +146.7% | +122.7% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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