-1.6%
CDW vs URA
+37.5%
-39.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +2.0% |
| 7D | +2.6% | +2.9% | -0.3% | +2.1% |
| 30D | +20.4% | -10.8% | +31.2% | +22.4% |
| 3M | +28.5% | -25.5% | +54.0% | +34.1% |
| 6M | +70.6% | -41.2% | +111.8% | +84.4% |
| YTD | +29.1% | -21.3% | +50.4% | +29.0% |
| 1Y | +23.8% | -25.7% | +49.5% | +25.0% |
| 3Y | -14.5% | +43.1% | -57.5% | -29.9% |
| 5Y | -1.6% | +35.6% | -37.2% | -20.2% |
| All | -1.6% | +37.5% | -39.1% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling