+298.9%
CDW vs WPM
+749.7%
-450.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +9.3% | -3.6% | +12.9% | +9.5% |
| 30D | +14.4% | +1.4% | +12.9% | +14.1% |
| 3M | +21.4% | -0.2% | +21.6% | +21.3% |
| 6M | +72.8% | -7.3% | +80.1% | +73.1% |
| YTD | +28.0% | +12.3% | +15.7% | +26.1% |
| 1Y | +19.3% | +24.9% | -5.5% | +16.7% |
| 3Y | -15.3% | +210.4% | -225.7% | -23.7% |
| 5Y | -3.8% | +210.4% | -214.1% | -14.4% |
| All | +298.9% | +749.7% | -450.8% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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