-22.2%
CDW vs WING
-19.7%
-2.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | +2.1% | +9.0% | -7.0% | +1.0% |
| 30D | +14.7% | +39.9% | -25.2% | +9.8% |
| 3M | +11.1% | +40.4% | -29.3% | +5.9% |
| 6M | +45.6% | +12.9% | +32.7% | +42.1% |
| YTD | +17.1% | -31.1% | +48.2% | +21.3% |
| 1Y | +13.2% | -32.7% | +45.9% | +17.4% |
| 3Y | -22.2% | -19.8% | -2.4% | -30.6% |
| All | -22.2% | -19.7% | -2.5% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling