+985.1%
CDW vs UUUU
-12.1%
+997.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.5% |
| 7D | +9.3% | -1.1% | +10.4% | +9.4% |
| 30D | +14.4% | -21.0% | +35.3% | +16.5% |
| 3M | +21.4% | -54.8% | +76.2% | +29.4% |
| 6M | +72.8% | -67.3% | +140.1% | +88.1% |
| YTD | +28.0% | -54.7% | +82.7% | +32.0% |
| 1Y | +19.3% | -57.4% | +76.8% | +23.4% |
| 3Y | -15.3% | -19.6% | +4.3% | -22.0% |
| 5Y | -3.8% | -40.0% | +36.2% | -12.4% |
| 10Y | +318.5% | +364.1% | -45.6% | +182.4% |
| All | +985.1% | -12.1% | +997.2% | +705.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling