+319.5%
CDW vs WAB
+305.5%
+14.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.1% | -0.3% | +2.5% |
| 7D | +9.3% | +4.0% | +5.3% | +7.5% |
| 30D | +15.8% | +4.5% | +11.3% | +13.5% |
| 3M | +21.8% | +2.3% | +19.5% | +20.3% |
| 6M | +58.8% | +12.5% | +46.3% | +48.7% |
| YTD | +22.8% | +40.2% | -17.4% | +2.6% |
| 1Y | +17.9% | +45.2% | -27.3% | -3.2% |
| 3Y | -17.4% | +171.8% | -189.2% | -49.8% |
| 5Y | -5.7% | +217.6% | -223.3% | -47.2% |
| 10Y | +319.5% | +285.3% | +34.2% | +87.5% |
| All | +319.5% | +305.5% | +14.0% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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