+21.5%
CDW vs UUUU
-55.1%
+76.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.8% | +13.5% | +12.6% |
| 7D | +3.7% | -14.4% | +18.2% | +3.2% |
| 30D | +26.0% | -33.6% | +59.6% | +24.4% |
| 3M | +10.1% | -44.2% | +54.3% | +8.4% |
| 6M | +26.1% | -66.8% | +92.9% | +21.5% |
| YTD | +25.9% | -50.6% | +76.5% | +18.7% |
| 1Y | +21.5% | -57.8% | +79.3% | +16.7% |
| All | +21.5% | -55.1% | +76.7% | +16.7% |
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