+319.5%
CDW vs WING
+742.9%
-423.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.4% | -3.5% | +3.3% |
| 7D | +9.3% | +8.6% | +0.8% | +7.7% |
| 30D | +15.8% | +44.8% | -29.0% | +7.8% |
| 3M | +21.8% | +51.9% | -30.2% | +11.5% |
| 6M | +58.8% | +37.2% | +21.5% | +47.0% |
| YTD | +22.8% | -25.3% | +48.1% | +26.0% |
| 1Y | +17.9% | -25.1% | +43.0% | +20.7% |
| 3Y | -17.4% | -12.9% | -4.5% | -22.2% |
| 5Y | -5.7% | +12.0% | -17.7% | -20.2% |
| 10Y | +319.5% | +716.5% | -397.0% | +138.2% |
| All | +319.5% | +742.9% | -423.4% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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