-6.5%
CDW vs UUUU
+27.9%
-34.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | +3.2% | -1.4% | +4.5% | +3.1% |
| 30D | +9.3% | +16.3% | -7.0% | +9.9% |
| 3M | +9.8% | -16.7% | +26.5% | +9.4% |
| 6M | +23.3% | -33.7% | +57.0% | +22.1% |
| YTD | +13.7% | -0.5% | +14.1% | +11.0% |
| 1Y | -6.5% | +28.9% | -35.3% | -8.8% |
| All | -6.5% | +27.9% | -34.4% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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